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 | $155,828 | $127,777+22.0% | $106,548+46.3% | $167,490-7.0% |
| Participation rate | 61.5% | 78.3%-16.7pp | 76.1%-14.6pp | 82.1%-20.6pp |
| Annual return | 13.48% | 33.87%-20.4pp | 26.80%-13.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,115 | $3,427-67.5% | $2,819-60.5% | $4,837-77.0% |
| Participant deferral / active EE | $1,742 | $5,087-65.8% | $4,398-60.4% | $6,341-72.5% |
| Admin fee / account holder | $22,060 | $11,228+96.5% | $7,407+197.8% | $12,309+79.2% |