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 | $162,327 | $102,966+57.7% | $90,281+79.8% | $152,861+6.2% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 20.72% | 95.16%-74.4pp | 78.10%-57.4pp | 345.32%-324.6pp |
| Employer contribution / active EE | $234 | $3,139-92.6% | $2,854-91.8% | $4,762-95.1% |
| Participant deferral / active EE | $6,401 | $4,281+49.5% | $3,885+64.7% | $5,850+9.4% |
| Admin fee / account holder | $20,579 | $6,171+233.5% | $5,351+284.6% | $11,596+77.5% |