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 | $244,854 | $167,484+46.2% | $151,611+61.5% | $134,475+82.1% |
| Participation rate | 42.9% | 88.4%-45.5pp | 87.5%-44.6pp | 81.2%-38.4pp |
| Annual return | -12.93% | 7.80%-20.7pp | 3.33%-16.3pp | 417.96%-430.9pp |
| Employer contribution / active EE | $4,173 | $6,829-38.9% | $6,166-32.3% | $4,740-11.9% |
| Participant deferral / active EE | $6,819 | $8,986-24.1% | $8,363-18.5% | $6,400+6.5% |
| Admin fee / account holder | $13,314 | $13,783-3.4% | $11,616+14.6% | $11,426+16.5% |