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 | $147,129 | $109,359+34.5% | $162,163-9.3% | $72,985+101.6% |
| Participation rate | 69.8% | 84.3%-14.5pp | 87.6%-17.8pp | 69.5%+0.3pp |
| Annual return | 23.35% | 25.46%-2.1pp | 115.59%-92.2pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,492 | $3,907-61.8% | $5,614-73.4% | $2,440-38.8% |
| Participant deferral / active EE | $5,641 | $5,481+2.9% | $7,298-22.7% | $3,607+56.4% |
| Admin fee / account holder | $1,328 | $7,972-83.3% | $10,843-87.8% | $5,124-74.1% |