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 | $172,212 | $144,119+19.5% | $117,854+46.1% | $147,584+16.7% |
| Participation rate | 55.6% | 83.4%-27.9pp | 79.7%-24.1pp | 82.8%-27.3pp |
| Annual return | 20.36% | 531.15%-510.8pp | 335.08%-314.7pp | 578.55%-558.2pp |
| Employer contribution / active EE | $3,980 | $4,896-18.7% | $3,786+5.1% | $4,876-18.4% |
| Participant deferral / active EE | $5,713 | $5,316+7.5% | $4,482+27.5% | $5,439+5.0% |
| Admin fee / account holder | $6,761 | $10,886-37.9% | $8,020-15.7% | $10,885-37.9% |