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 | $224,555 | $135,952+65.2% | $123,892+81.3% | $273,961-18.0% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | 64.94% | 56.63%+8.3pp | 47.52%+17.4pp | 41.45%+23.5pp |
| Employer contribution / active EE | $2,156 | $5,170-58.3% | $4,617-53.3% | $4,869-55.7% |
| Participant deferral / active EE | $9,294 | $6,343+46.5% | $5,984+55.3% | $5,287+75.8% |
| Admin fee / account holder | $1,559 | $9,817-84.1% | $8,357-81.3% | $10,132-84.6% |