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 | $145,761 | $58,208+150.4% | $81,812+78.2% | $80,856+80.3% |
| Participation rate | 65.2% | 63.4%+1.7pp | 72.3%-7.2pp | 67.6%-2.5pp |
| Annual return | 13.28% | 41.66%-28.4pp | 773.79%-760.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,992 | $2,340+27.8% | $2,912+2.7% | $2,755+8.6% |
| Participant deferral / active EE | $1,594 | $3,281-51.4% | $4,319-63.1% | $4,296-62.9% |
| Admin fee / account holder | $458 | $4,981-90.8% | $7,386-93.8% | $6,918-93.4% |