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 | $179,127 | $115,770+54.7% | $101,248+76.9% | $158,922+12.7% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 16.13% | 56.14%-40.0pp | 46.47%-30.3pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,501 | $4,175-64.0% | $3,660-59.0% | $4,761-68.5% |
| Participant deferral / active EE | $4,997 | $4,957+0.8% | $4,370+14.3% | $5,982-16.5% |
| Admin fee / account holder | $3,394 | $7,245-53.2% | $5,945-42.9% | $11,246-69.8% |