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 | $194,903 | $124,881+56.1% | $209,409-6.9% | $116,875+66.8% |
| Participation rate | 68.5% | 75.8%-7.3pp | 80.4%-11.9pp | 74.5%-6.0pp |
| Annual return | 12.62% | 14.56%-1.9pp | 159.49%-146.9pp | 16.29%-3.7pp |
| Employer contribution / active EE | $1,437 | $2,588-44.5% | $5,035-71.5% | $3,288-56.3% |
| Participant deferral / active EE | $3,164 | $3,793-16.6% | $4,230-25.2% | $3,885-18.6% |
| Admin fee / account holder | $16,245 | $12,933+25.6% | $16,474-1.4% | $12,263+32.5% |