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 | $154,183 | $114,047+35.2% | $96,139+60.4% | $167,490-7.9% |
| Participation rate | 61.5% | 75.1%-13.5pp | 68.4%-6.9pp | 82.1%-20.6pp |
| Annual return | 17.65% | 189.88%-172.2pp | 191.94%-174.3pp | 478.56%-460.9pp |
| Employer contribution / active EE | $1,101 | $3,427-67.9% | $2,797-60.6% | $4,837-77.2% |
| Participant deferral / active EE | $2,564 | $5,194-50.6% | $4,349-41.0% | $6,341-59.6% |
| Admin fee / account holder | $1,946 | $6,897-71.8% | $5,537-64.8% | $12,309-84.2% |