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 | $196,905 | $154,228+27.7% | $145,433+35.4% | $137,256+43.5% |
| Participation rate | 37.5% | 83.8%-46.3pp | 82.1%-44.6pp | 80.0%-42.5pp |
| Annual return | 21.60% | 74.59%-53.0pp | 66.58%-45.0pp | 220.34%-198.7pp |
| Employer contribution / active EE | $2,008 | $4,804-58.2% | $4,554-55.9% | $4,156-51.7% |
| Participant deferral / active EE | $6,699 | $8,216-18.5% | $7,897-15.2% | $6,407+4.6% |
| Admin fee / account holder | $874 | $14,344-93.9% | $13,129-93.3% | $12,270-92.9% |