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 | $156,963 | $110,257+42.4% | $96,544+62.6% | $139,434+12.6% |
| Participation rate | 57.1% | 78.1%-20.9pp | 76.0%-18.8pp | 80.3%-23.2pp |
| Annual return | 13.18% | 26.32%-13.1pp | 25.84%-12.7pp | 372.94%-359.8pp |
| Employer contribution / active EE | $3,081 | $3,620-14.9% | $2,965+3.9% | $4,751-35.2% |
| Participant deferral / active EE | $7,618 | $5,548+37.3% | $4,851+57.0% | $6,710+13.5% |
| Admin fee / account holder | $1,039 | $11,591-91.0% | $8,252-87.4% | $11,403-90.9% |