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 | $146,578 | $111,724+31.2% | $93,606+56.6% | $145,922+0.5% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 19.20% | 202.98%-183.8pp | 133.20%-114.0pp | 561.29%-542.1pp |
| Employer contribution / active EE | $1,344 | $3,090-56.5% | $2,420-44.5% | $4,660-71.2% |
| Participant deferral / active EE | $1,680 | $4,912-65.8% | $4,411-61.9% | $6,688-74.9% |
| Admin fee / account holder | $544 | $10,250-94.7% | $8,285-93.4% | $13,397-95.9% |