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 | $111,849 | $89,355+25.2% | $141,162-20.8% | $72,985+53.2% |
| Participation rate | 65.8% | 75.1%-9.3pp | 82.5%-16.7pp | 69.5%-3.7pp |
| Annual return | 24.73% | 111.85%-87.1pp | 71.39%-46.7pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,024 | $3,114-67.1% | $4,735-78.4% | $2,440-58.0% |
| Participant deferral / active EE | $3,974 | $5,418-26.6% | $6,709-40.8% | $3,607+10.2% |
| Admin fee / account holder | $5,091 | $5,958-14.6% | $10,261-50.4% | $5,124-0.7% |