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 | $179,508 | $149,679+19.9% | $117,039+53.4% | $147,584+21.6% |
| Participation rate | 43.5% | 83.5%-40.0pp | 77.2%-33.7pp | 82.8%-39.4pp |
| Annual return | 18.05% | 19.31%-1.3pp | 18.95%-0.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $4,062 | $4,937-17.7% | $3,785+7.3% | $4,876-16.7% |
| Participant deferral / active EE | $6,568 | $4,912+33.7% | $3,929+67.1% | $5,439+20.8% |
| Admin fee / account holder | $746 | $7,856-90.5% | $5,974-87.5% | $10,885-93.1% |