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 | $153,549 | $133,922+14.7% | $116,228+32.1% | $142,382+7.8% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 11.10% | 147.76%-136.7pp | 90.06%-79.0pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,571 | $3,446-54.4% | $2,994-47.5% | $4,299-63.5% |
| Participant deferral / active EE | $2,598 | $5,672-54.2% | $4,953-47.5% | $6,507-60.1% |
| Admin fee / account holder | $10,892 | $14,945-27.1% | $11,989-9.2% | $12,624-13.7% |