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 | $180,458 | $142,405+26.7% | $115,157+56.7% | $152,861+18.1% |
| Participation rate | 60.9% | 82.4%-21.5pp | 75.9%-15.0pp | 82.4%-21.6pp |
| Annual return | 18.83% | 41.48%-22.6pp | 35.60%-16.8pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,149 | $4,010-71.4% | $3,179-63.9% | $4,762-75.9% |
| Participant deferral / active EE | $4,518 | $5,164-12.5% | $4,168+8.4% | $5,850-22.8% |
| Admin fee / account holder | $6,352 | $8,462-24.9% | $7,088-10.4% | $11,596-45.2% |