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 | $162,641 | $121,625+33.7% | $104,607+55.5% | $158,922+2.3% |
| Participation rate | 40.0% | 77.5%-37.5pp | 74.1%-34.1pp | 82.0%-42.0pp |
| Annual return | 11.40% | 465.26%-453.9pp | 340.46%-329.1pp | 302.83%-291.4pp |
| Employer contribution / active EE | $1,240 | $3,163-60.8% | $2,681-53.7% | $4,761-74.0% |
| Participant deferral / active EE | $6,349 | $4,177+52.0% | $3,740+69.8% | $5,982+6.1% |
| Admin fee / account holder | $6,189 | $7,787-20.5% | $6,473-4.4% | $11,246-45.0% |