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 | $178,044 | $162,781+9.4% | $133,956+32.9% | $158,922+12.0% |
| Participation rate | 55.6% | 83.2%-27.7pp | 79.8%-24.3pp | 82.0%-26.4pp |
| Annual return | 8.21% | 41.94%-33.7pp | 45.09%-36.9pp | 302.83%-294.6pp |
| Employer contribution / active EE | $1,050 | $4,975-78.9% | $3,919-73.2% | $4,761-78.0% |
| Participant deferral / active EE | $6,144 | $5,911+3.9% | $5,048+21.7% | $5,982+2.7% |
| Admin fee / account holder | $1,320 | $11,736-88.8% | $8,927-85.2% | $11,246-88.3% |