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 | $154,314 | $118,680+30.0% | $98,907+56.0% | $158,922-2.9% |
| Participation rate | 44.4% | 77.8%-33.4pp | 76.0%-31.6pp | 82.0%-37.5pp |
| Annual return | 13.44% | 372.35%-358.9pp | 196.43%-183.0pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,189 | $3,333-34.3% | $2,689-18.6% | $4,761-54.0% |
| Participant deferral / active EE | $5,681 | $5,088+11.7% | $4,244+33.8% | $5,982-5.0% |
| Admin fee / account holder | $9,714 | $10,131-4.1% | $6,642+46.3% | $11,246-13.6% |