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 | $197,257 | $104,907+88.0% | $84,611+133.1% | $152,861+29.0% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.4%-32.4pp |
| Annual return | 20.13% | 373.79%-353.7pp | 258.74%-238.6pp | 345.32%-325.2pp |
| Employer contribution / active EE | $553 | $3,302-83.3% | $2,652-79.2% | $4,762-88.4% |
| Participant deferral / active EE | $5,821 | $4,688+24.2% | $3,899+49.3% | $5,850-0.5% |
| Admin fee / account holder | $2,725 | $6,241-56.3% | $4,912-44.5% | $11,596-76.5% |