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 | $149,519 | $110,502+35.3% | $80,716+85.2% | $167,490-10.7% |
| Participation rate | 54.5% | 64.0%-9.4pp | 54.2%+0.4pp | 82.1%-27.6pp |
| Annual return | 13.04% | 120.54%-107.5pp | 87.28%-74.2pp | 478.56%-465.5pp |
| Employer contribution / active EE | $891 | $1,543-42.3% | $1,160-23.2% | $4,837-81.6% |
| Participant deferral / active EE | $1,570 | $2,871-45.3% | $2,146-26.8% | $6,341-75.2% |
| Admin fee / account holder | $561 | $4,545-87.6% | $3,380-83.4% | $12,309-95.4% |