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 | $130,083 | $104,251+24.8% | $91,001+42.9% | $147,584-11.9% |
| Participation rate | 62.5% | 78.2%-15.7pp | 75.6%-13.1pp | 82.8%-20.3pp |
| Annual return | 16.46% | 27.06%-10.6pp | 4.60%+11.9pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,178 | $3,116-62.2% | $2,456-52.0% | $4,876-75.8% |
| Participant deferral / active EE | $8,263 | $4,195+97.0% | $3,547+132.9% | $5,439+51.9% |
| Admin fee / account holder | $629 | $8,948-93.0% | $5,417-88.4% | $10,885-94.2% |