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 | $160,616 | $89,753+79.0% | $107,525+49.4% | $84,808+89.4% |
| Participation rate | 61.8% | 68.1%-6.2pp | 75.1%-13.2pp | 68.3%-6.5pp |
| Annual return | 17.75% | 29.48%-11.7pp | 181.32%-163.6pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,877 | $3,113-39.7% | $3,754-50.0% | $2,631-28.7% |
| Participant deferral / active EE | $7,516 | $4,056+85.3% | $5,116+46.9% | $4,212+78.5% |
| Admin fee / account holder | $571 | $7,222-92.1% | $8,919-93.6% | $7,344-92.2% |