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 | $120,187 | $105,181+14.3% | $159,436-24.6% | $85,850+40.0% |
| Participation rate | 60.7% | 75.8%-15.1pp | 82.8%-22.2pp | 69.3%-8.7pp |
| Annual return | 16.79% | 45.07%-28.3pp | 263.57%-246.8pp | 318.53%-301.7pp |
| Employer contribution / active EE | $2,854 | $3,318-14.0% | $4,829-40.9% | $2,565+11.3% |
| Participant deferral / active EE | $5,086 | $5,945-14.4% | $7,352-30.8% | $3,952+28.7% |
| Admin fee / account holder | $5,112 | $6,933-26.3% | $10,799-52.7% | $6,260-18.3% |