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 | $154,670 | $111,724+38.4% | $93,606+65.2% | $145,922+6.0% |
| Participation rate | 64.3% | 74.2%-9.9pp | 68.7%-4.4pp | 80.3%-16.0pp |
| Annual return | 11.46% | 202.98%-191.5pp | 133.20%-121.7pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,301 | $3,090-57.9% | $2,420-46.3% | $4,660-72.1% |
| Participant deferral / active EE | $2,730 | $4,912-44.4% | $4,411-38.1% | $6,688-59.2% |
| Admin fee / account holder | $3,627 | $10,250-64.6% | $8,285-56.2% | $13,397-72.9% |