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 | $150,654 | $135,952+10.8% | $123,892+21.6% | $273,961-45.0% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 6.04% | 56.63%-50.6pp | 47.52%-41.5pp | 41.45%-35.4pp |
| Employer contribution / active EE | $7,794 | $5,170+50.8% | $4,617+68.8% | $4,869+60.1% |
| Participant deferral / active EE | $3,513 | $6,343-44.6% | $5,984-41.3% | $5,287-33.5% |
| Admin fee / account holder | $1,534 | $9,817-84.4% | $8,357-81.6% | $10,132-84.9% |