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 | $148,947 | $109,327+36.2% | $89,391+66.6% | $158,922-6.3% |
| Participation rate | 54.5% | 74.3%-19.7pp | 68.0%-13.4pp | 82.0%-27.4pp |
| Annual return | 17.07% | 345.68%-328.6pp | 245.62%-228.5pp | 302.83%-285.8pp |
| Employer contribution / active EE | $824 | $3,170-74.0% | $2,586-68.1% | $4,761-82.7% |
| Participant deferral / active EE | $5,700 | $4,598+24.0% | $3,890+46.5% | $5,982-4.7% |
| Admin fee / account holder | $3,714 | $6,153-39.6% | $4,881-23.9% | $11,246-67.0% |