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 | $154,722 | $104,907+47.5% | $84,611+82.9% | $152,861+1.2% |
| Participation rate | 55.6% | 74.8%-19.3pp | 68.2%-12.7pp | 82.4%-26.9pp |
| Annual return | 19.92% | 373.79%-353.9pp | 258.74%-238.8pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,685 | $3,302-49.0% | $2,652-36.5% | $4,762-64.6% |
| Participant deferral / active EE | $6,787 | $4,688+44.8% | $3,899+74.1% | $5,850+16.0% |
| Admin fee / account holder | $6,866 | $6,241+10.0% | $4,912+39.8% | $11,596-40.8% |