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 | $161,534 | $138,347+16.8% | $184,203-12.3% | $80,856+99.8% |
| Participation rate | 68.0% | 83.9%-15.9pp | 86.8%-18.8pp | 67.6%+0.4pp |
| Annual return | 13.18% | 20.02%-6.8pp | 28.81%-15.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,318 | $4,850-31.6% | $6,427-48.4% | $2,755+20.4% |
| Participant deferral / active EE | $10,223 | $7,071+44.6% | $9,131+12.0% | $4,296+138.0% |
| Admin fee / account holder | $359 | $10,483-96.6% | $13,901-97.4% | $6,918-94.8% |