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 | $157,108 | $112,096+40.2% | $95,952+63.7% | $158,922-1.1% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 15.25% | 171.09%-155.8pp | 91.61%-76.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,104 | $3,198-65.5% | $2,541-56.5% | $4,761-76.8% |
| Participant deferral / active EE | $12,865 | $4,784+168.9% | $4,167+208.7% | $5,982+115.1% |
| Admin fee / account holder | $1,592 | $10,130-84.3% | $6,795-76.6% | $11,246-85.8% |