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 | $151,265 | $124,281+21.7% | $109,143+38.6% | $167,490-9.7% |
| Participation rate | 65.0% | 79.4%-14.4pp | 75.9%-10.9pp | 82.1%-17.1pp |
| Annual return | 20.27% | 26.04%-5.8pp | 25.75%-5.5pp | 478.56%-458.3pp |
| Employer contribution / active EE | $2,301 | $4,207-45.3% | $3,722-38.2% | $4,837-52.4% |
| Participant deferral / active EE | $5,491 | $5,255+4.5% | $4,653+18.0% | $6,341-13.4% |
| Admin fee / account holder | $3,047 | $7,970-61.8% | $6,752-54.9% | $12,309-75.2% |