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 | $148,072 | $124,425+19.0% | $112,040+32.2% | $137,256+7.9% |
| Participation rate | 68.2% | 79.3%-11.1pp | 76.5%-8.3pp | 80.0%-11.8pp |
| Annual return | 19.96% | 24.72%-4.8pp | 24.52%-4.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,645 | $3,411-22.5% | $2,954-10.5% | $4,156-36.4% |
| Participant deferral / active EE | $4,467 | $5,718-21.9% | $5,098-12.4% | $6,407-30.3% |
| Admin fee / account holder | $1,191 | $15,207-92.2% | $12,098-90.2% | $12,270-90.3% |