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 | $154,274 | $101,069+52.6% | $81,478+89.3% | $147,584+4.5% |
| Participation rate | 64.3% | 74.5%-10.2pp | 68.0%-3.7pp | 82.8%-18.5pp |
| Annual return | 11.51% | 32.40%-20.9pp | 38.78%-27.3pp | 578.55%-567.0pp |
| Employer contribution / active EE | $1,688 | $3,205-47.3% | $2,568-34.3% | $4,876-65.4% |
| Participant deferral / active EE | $4,391 | $4,242+3.5% | $3,537+24.2% | $5,439-19.3% |
| Admin fee / account holder | $2,058 | $5,812-64.6% | $4,561-54.9% | $10,885-81.1% |