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 | $169,728 | $133,922+26.7% | $116,228+46.0% | $142,382+19.2% |
| Participation rate | 63.6% | 77.9%-14.2pp | 74.6%-10.9pp | 80.1%-16.5pp |
| Annual return | 11.70% | 147.76%-136.1pp | 90.06%-78.4pp | 217.08%-205.4pp |
| Employer contribution / active EE | $979 | $3,446-71.6% | $2,994-67.3% | $4,299-77.2% |
| Participant deferral / active EE | $4,110 | $5,672-27.5% | $4,953-17.0% | $6,507-36.8% |
| Admin fee / account holder | $23,035 | $14,945+54.1% | $11,989+92.1% | $12,624+82.5% |