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 | $146,636 | $109,327+34.1% | $89,391+64.0% | $158,922-7.7% |
| Participation rate | 59.1% | 74.3%-15.2pp | 68.0%-8.9pp | 82.0%-22.9pp |
| Annual return | 20.56% | 345.68%-325.1pp | 245.62%-225.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $765 | $3,170-75.9% | $2,586-70.4% | $4,761-83.9% |
| Participant deferral / active EE | $6,128 | $4,598+33.3% | $3,890+57.5% | $5,982+2.4% |
| Admin fee / account holder | $3,084 | $6,153-49.9% | $4,881-36.8% | $11,246-72.6% |