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 | $143,173 | $111,535+28.4% | $105,223+36.1% | $137,256+4.3% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.0%-11.4pp | 80.0%-16.3pp |
| Annual return | 14.30% | 237.85%-223.6pp | 180.65%-166.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,172 | $3,939-70.2% | $3,689-68.2% | $4,156-71.8% |
| Participant deferral / active EE | $9,953 | $5,500+81.0% | $5,072+96.2% | $6,407+55.4% |
| Admin fee / account holder | $7,193 | $9,721-26.0% | $8,859-18.8% | $12,270-41.4% |