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 | $158,752 | $115,770+37.1% | $101,248+56.8% | $158,922-0.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 29.96% | 56.14%-26.2pp | 46.47%-16.5pp | 302.83%-272.9pp |
| Employer contribution / active EE | $1,283 | $4,175-69.3% | $3,660-64.9% | $4,761-73.0% |
| Participant deferral / active EE | $1,445 | $4,957-70.8% | $4,370-66.9% | $5,982-75.8% |
| Admin fee / account holder | $10,524 | $7,245+45.3% | $5,945+77.0% | $11,246-6.4% |