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 | $156,190 | $110,261+41.7% | $95,745+63.1% | $139,434+12.0% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 15.53% | 27.11%-11.6pp | 28.35%-12.8pp | 372.94%-357.4pp |
| Employer contribution / active EE | $1,719 | $3,257-47.2% | $2,835-39.3% | $4,751-63.8% |
| Participant deferral / active EE | $6,000 | $4,676+28.3% | $4,245+41.4% | $6,710-10.6% |
| Admin fee / account holder | $483 | $6,613-92.7% | $5,678-91.5% | $11,403-95.8% |