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 | $146,659 | $91,190+60.8% | $178,490-17.8% | $79,858+83.7% |
| Participation rate | 69.6% | 69.2%+0.4pp | 81.9%-12.4pp | 69.6%-0.1pp |
| Annual return | 20.26% | 24.19%-3.9pp | 151.07%-130.8pp | 31.71%-11.5pp |
| Employer contribution / active EE | $2,116 | $3,256-35.0% | $5,011-57.8% | $2,471-14.4% |
| Participant deferral / active EE | $3,848 | $3,236+18.9% | $5,202-26.0% | $3,740+2.9% |
| Admin fee / account holder | $1,542 | $6,751-77.2% | $13,984-89.0% | $5,306-70.9% |