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 | $165,061 | $157,256+5.0% | $141,162+16.9% | $152,861+8.0% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.4%-18.8pp |
| Annual return | 19.27% | 64.32%-45.1pp | 71.39%-52.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,435 | $5,261-72.7% | $4,735-69.7% | $4,762-69.9% |
| Participant deferral / active EE | $4,045 | $7,109-43.1% | $6,709-39.7% | $5,850-30.8% |
| Admin fee / account holder | $778 | $12,120-93.6% | $10,261-92.4% | $11,596-93.3% |