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 | $146,762 | $89,355+64.2% | $141,162+4.0% | $72,985+101.1% |
| Participation rate | 65.0% | 75.1%-10.1pp | 82.5%-17.5pp | 69.5%-4.5pp |
| Annual return | 23.10% | 111.85%-88.7pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,039 | $3,114-66.7% | $4,735-78.1% | $2,440-57.4% |
| Participant deferral / active EE | $7,994 | $5,418+47.6% | $6,709+19.2% | $3,607+121.6% |
| Admin fee / account holder | $3,440 | $5,958-42.3% | $10,261-66.5% | $5,124-32.9% |