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 | $155,777 | $118,450+31.5% | $98,439+58.2% | $139,434+11.7% |
| Participation rate | 56.3% | 77.4%-21.2pp | 75.2%-18.9pp | 80.3%-24.1pp |
| Annual return | 21.20% | 18.94%+2.3pp | 21.16%0pp | 372.94%-351.7pp |
| Employer contribution / active EE | $3,025 | $3,609-16.2% | $3,048-0.7% | $4,751-36.3% |
| Participant deferral / active EE | $8,347 | $5,392+54.8% | $4,738+76.2% | $6,710+24.4% |
| Admin fee / account holder | $1,009 | $14,026-92.8% | $8,948-88.7% | $11,403-91.2% |