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 | $144,637 | $102,245+41.5% | $89,340+61.9% | $137,256+5.4% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 12.09% | 21.89%-9.8pp | 20.57%-8.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,510 | $2,529-40.3% | $2,231-32.3% | $4,156-63.7% |
| Participant deferral / active EE | $1,811 | $4,436-59.2% | $3,823-52.6% | $6,407-71.7% |
| Admin fee / account holder | $909 | $8,085-88.8% | $6,704-86.4% | $12,270-92.6% |