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 | $144,912 | $100,773+43.8% | $88,946+62.9% | $142,382+1.8% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 14.90% | 70.18%-55.3pp | 57.82%-42.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,263 | $2,918-22.4% | $2,555-11.4% | $4,299-47.4% |
| Participant deferral / active EE | $2,415 | $5,230-53.8% | $4,581-47.3% | $6,507-62.9% |
| Admin fee / account holder | $17,288 | $9,693+78.4% | $8,261+109.3% | $12,624+37.0% |