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 | $161,998 | $107,334+50.9% | $92,893+74.4% | $152,861+6.0% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 18.68% | 145.58%-126.9pp | 109.41%-90.7pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,280 | $4,221-69.7% | $3,653-64.9% | $4,762-73.1% |
| Participant deferral / active EE | $3,703 | $4,845-23.6% | $4,236-12.6% | $5,850-36.7% |
| Admin fee / account holder | $7,372 | $7,079+4.1% | $5,794+27.2% | $11,596-36.4% |