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 | $149,651 | $111,724+33.9% | $93,606+59.9% | $145,922+2.6% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 15.04% | 202.98%-187.9pp | 133.20%-118.2pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,353 | $3,090-23.8% | $2,420-2.8% | $4,660-49.5% |
| Participant deferral / active EE | $6,458 | $4,912+31.5% | $4,411+46.4% | $6,688-3.4% |
| Admin fee / account holder | $4,178 | $10,250-59.2% | $8,285-49.6% | $13,397-68.8% |