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 | $211,977 | $176,812+19.9% | $146,665+44.5% | $167,490+26.6% |
| Participation rate | 46.7% | 83.6%-36.9pp | 80.1%-33.4pp | 82.1%-35.4pp |
| Annual return | 12.95% | 24.03%-11.1pp | 22.74%-9.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $2,780 | $5,160-46.1% | $4,136-32.8% | $4,837-42.5% |
| Participant deferral / active EE | $7,057 | $6,440+9.6% | $5,506+28.2% | $6,341+11.3% |
| Admin fee / account holder | $769 | $13,259-94.2% | $10,280-92.5% | $12,309-93.7% |