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 | $146,942 | $114,381+28.5% | $107,525+36.7% | $142,382+3.2% |
| Participation rate | 46.7% | 78.1%-31.5pp | 75.1%-28.4pp | 80.1%-33.5pp |
| Annual return | 12.01% | 242.71%-230.7pp | 181.32%-169.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,622 | $4,015-59.6% | $3,754-56.8% | $4,299-62.3% |
| Participant deferral / active EE | $5,208 | $5,564-6.4% | $5,116+1.8% | $6,507-20.0% |
| Admin fee / account holder | $1,095 | $9,860-88.9% | $8,919-87.7% | $12,624-91.3% |