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 | $137,105 | $86,286+58.9% | $111,297+23.2% | $85,850+59.7% |
| Participation rate | 62.2% | 73.3%-11.1pp | 77.3%-15.1pp | 69.3%-7.1pp |
| Annual return | 13.42% | 19.99%-6.6pp | 54.65%-41.2pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,462 | $2,043-28.4% | $2,731-46.5% | $2,565-43.0% |
| Participant deferral / active EE | $4,470 | $3,641+22.8% | $4,487-0.4% | $3,952+13.1% |
| Admin fee / account holder | $10,522 | $8,188+28.5% | $7,964+32.1% | $6,260+68.1% |