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 | $100,701 | $89,355+12.7% | $141,162-28.7% | $72,985+38.0% |
| Participation rate | 65.4% | 75.1%-9.7pp | 82.5%-17.1pp | 69.5%-4.1pp |
| Annual return | 25.38% | 111.85%-86.5pp | 71.39%-46.0pp | 81.00%-55.6pp |
| Employer contribution / active EE | $1,548 | $3,114-50.3% | $4,735-67.3% | $2,440-36.5% |
| Participant deferral / active EE | $9,197 | $5,418+69.7% | $6,709+37.1% | $3,607+154.9% |
| Admin fee / account holder | $1,300 | $5,958-78.2% | $10,261-87.3% | $5,124-74.6% |