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 | $178,480 | $127,777+39.7% | $106,548+67.5% | $167,490+6.6% |
| Participation rate | 44.4% | 78.3%-33.8pp | 76.1%-31.7pp | 82.1%-37.7pp |
| Annual return | 21.45% | 33.87%-12.4pp | 26.80%-5.4pp | 478.56%-457.1pp |
| Employer contribution / active EE | $1,344 | $3,427-60.8% | $2,819-52.3% | $4,837-72.2% |
| Participant deferral / active EE | $4,849 | $5,087-4.7% | $4,398+10.3% | $6,341-23.5% |
| Admin fee / account holder | $8,267 | $11,228-26.4% | $7,407+11.6% | $12,309-32.8% |