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 | $185,094 | $114,381+61.8% | $107,525+72.1% | $142,382+30.0% |
| Participation rate | 47.8% | 78.1%-30.3pp | 75.1%-27.2pp | 80.1%-32.3pp |
| Annual return | 14.06% | 242.71%-228.6pp | 181.32%-167.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,255 | $4,015-43.8% | $3,754-39.9% | $4,299-47.5% |
| Participant deferral / active EE | $5,899 | $5,564+6.0% | $5,116+15.3% | $6,507-9.4% |
| Admin fee / account holder | $4,256 | $9,860-56.8% | $8,919-52.3% | $12,624-66.3% |