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 | $107,452+34.6% | $91,541+58.0% | $142,382+1.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 12.09% | 22.06%-10.0pp | 20.50%-8.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,510 | $2,994-49.6% | $2,505-39.7% | $4,299-64.9% |
| Participant deferral / active EE | $1,811 | $4,754-61.9% | $4,008-54.8% | $6,507-72.2% |
| Admin fee / account holder | $909 | $8,834-89.7% | $6,956-86.9% | $12,624-92.8% |