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 | $144,067 | $114,381+26.0% | $107,525+34.0% | $142,382+1.2% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 18.71% | 242.71%-224.0pp | 181.32%-162.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,849 | $4,015-53.9% | $3,754-50.7% | $4,299-57.0% |
| Participant deferral / active EE | $2,933 | $5,564-47.3% | $5,116-42.7% | $6,507-54.9% |
| Admin fee / account holder | $890 | $9,860-91.0% | $8,919-90.0% | $12,624-93.0% |