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 | $148,389 | $69,207+114.4% | $64,056+131.7% | $139,434+6.4% |
| Participation rate | 46.2% | 75.6%-29.4pp | 72.3%-26.1pp | 80.3%-34.2pp |
| Annual return | 11.37% | 45.88%-34.5pp | 33.69%-22.3pp | 372.94%-361.6pp |
| Employer contribution / active EE | $3,242 | $3,182+1.9% | $2,747+18.0% | $4,751-31.8% |
| Participant deferral / active EE | $3,148 | $4,682-32.8% | $3,880-18.9% | $6,710-53.1% |
| Admin fee / account holder | $2,951 | $4,244-30.5% | $3,068-3.8% | $11,403-74.1% |