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 | $143,459 | $85,022+68.7% | $70,515+103.4% | $139,434+2.9% |
| Participation rate | 63.6% | 73.9%-10.3pp | 68.3%-4.7pp | 80.3%-16.7pp |
| Annual return | 18.40% | 30.38%-12.0pp | 32.77%-14.4pp | 372.94%-354.5pp |
| Employer contribution / active EE | $3,129 | $3,909-19.9% | $2,973+5.2% | $4,751-34.1% |
| Participant deferral / active EE | $5,493 | $5,890-6.7% | $4,567+20.3% | $6,710-18.1% |
| Admin fee / account holder | $1,688 | $8,906-81.0% | $6,412-73.7% | $11,403-85.2% |