See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,625 | $154,228+23.0% | $145,433+30.4% | $137,256+38.2% |
| Participation rate | 54.2% | 83.8%-29.6pp | 82.1%-28.0pp | 80.0%-25.8pp |
| Annual return | 16.00% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,677 | $4,804-65.1% | $4,554-63.2% | $4,156-59.6% |
| Participant deferral / active EE | $5,639 | $8,216-31.4% | $7,897-28.6% | $6,407-12.0% |
| Admin fee / account holder | $1,243 | $14,344-91.3% | $13,129-90.5% | $12,270-89.9% |