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 | $182,073 | $133,922+36.0% | $116,228+56.7% | $142,382+27.9% |
| Participation rate | 61.1% | 77.9%-16.8pp | 74.6%-13.4pp | 80.1%-19.0pp |
| Annual return | 15.42% | 147.76%-132.3pp | 90.06%-74.6pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,910 | $3,446-44.6% | $2,994-36.2% | $4,299-55.6% |
| Participant deferral / active EE | $4,374 | $5,672-22.9% | $4,953-11.7% | $6,507-32.8% |
| Admin fee / account holder | $37,934 | $14,945+153.8% | $11,989+216.4% | $12,624+200.5% |