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 | $148,886 | $135,952+9.5% | $123,892+20.2% | $273,961-45.7% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 6.42% | 56.63%-50.2pp | 47.52%-41.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $2,666 | $5,170-48.4% | $4,617-42.3% | $4,869-45.2% |
| Participant deferral / active EE | $6,015 | $6,343-5.2% | $5,984+0.5% | $5,287+13.8% |
| Admin fee / account holder | $1,353 | $9,817-86.2% | $8,357-83.8% | $10,132-86.6% |