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 | $144,988 | $109,881+32.0% | $150,045-3.4% | $84,808+71.0% |
| Participation rate | 67.2% | 76.1%-8.8pp | 82.3%-15.1pp | 68.3%-1.1pp |
| Annual return | 19.94% | 28.25%-8.3pp | 62.55%-42.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,438 | $3,561-31.5% | $4,693-48.1% | $2,631-7.3% |
| Participant deferral / active EE | $7,999 | $6,636+20.5% | $7,9970% | $4,212+89.9% |
| Admin fee / account holder | $1,098 | $8,568-87.2% | $13,435-91.8% | $7,344-85.0% |