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 | $141,613 | $118,450+19.6% | $98,439+43.9% | $139,434+1.6% |
| Participation rate | 62.5% | 77.4%-14.9pp | 75.2%-12.7pp | 80.3%-17.8pp |
| Annual return | 11.10% | 18.94%-7.8pp | 21.16%-10.1pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,467 | $3,609-59.4% | $3,048-51.9% | $4,751-69.1% |
| Participant deferral / active EE | $2,272 | $5,392-57.9% | $4,738-52.0% | $6,710-66.1% |
| Admin fee / account holder | $39,975 | $14,026+185.0% | $8,948+346.8% | $11,403+250.6% |