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 | $192,628 | $114,381+68.4% | $107,525+79.1% | $142,382+35.3% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.1%-12.6pp | 80.1%-17.6pp |
| Annual return | 13.71% | 242.71%-229.0pp | 181.32%-167.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,519 | $4,015-62.2% | $3,754-59.5% | $4,299-64.7% |
| Participant deferral / active EE | $8,958 | $5,564+61.0% | $5,116+75.1% | $6,507+37.7% |
| Admin fee / account holder | $1,287 | $9,860-86.9% | $8,919-85.6% | $12,624-89.8% |