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 | $147,180 | $109,881+33.9% | $150,045-1.9% | $84,808+73.5% |
| Participation rate | 58.8% | 76.1%-17.3pp | 82.3%-23.5pp | 68.3%-9.5pp |
| Annual return | 14.91% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,951 | $3,561-17.1% | $4,693-37.1% | $2,631+12.2% |
| Participant deferral / active EE | $6,539 | $6,636-1.5% | $7,997-18.2% | $4,212+55.3% |
| Admin fee / account holder | $10,827 | $8,568+26.4% | $13,435-19.4% | $7,344+47.4% |