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 | $141,905 | $105,181+34.9% | $159,436-11.0% | $85,850+65.3% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.8%-16.2pp | 69.3%-2.6pp |
| Annual return | 16.23% | 45.07%-28.8pp | 263.57%-247.3pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,985 | $3,318-40.2% | $4,829-58.9% | $2,565-22.6% |
| Participant deferral / active EE | $6,834 | $5,945+15.0% | $7,352-7.0% | $3,952+73.0% |
| Admin fee / account holder | $3,600 | $6,933-48.1% | $10,799-66.7% | $6,260-42.5% |