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 | $148,461 | $98,750+50.3% | $149,696-0.8% | $79,858+85.9% |
| Participation rate | 64.1% | 75.8%-11.7pp | 82.5%-18.4pp | 69.6%-5.5pp |
| Annual return | 16.48% | 27.43%-10.9pp | 276.60%-260.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $825 | $3,216-74.3% | $4,644-82.2% | $2,471-66.6% |
| Participant deferral / active EE | $11,112 | $5,680+95.6% | $6,842+62.4% | $3,740+197.1% |
| Admin fee / account holder | $11,089 | $6,053+83.2% | $9,309+19.1% | $5,306+109.0% |