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 | $147,271 | $99,918+47.4% | $81,382+81.0% | $145,922+0.9% |
| Participation rate | 58.3% | 74.2%-15.8pp | 69.5%-11.2pp | 80.3%-21.9pp |
| Annual return | 11.66% | 34.32%-22.7pp | 24.73%-13.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,236 | $2,978-58.5% | $2,463-49.8% | $4,660-73.5% |
| Participant deferral / active EE | $4,030 | $4,605-12.5% | $3,883+3.8% | $6,688-39.7% |
| Admin fee / account holder | $28,683 | $8,212+249.3% | $5,768+397.2% | $13,397+114.1% |