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 | $87,467 | $65,041+34.5% | $90,951-3.8% | $79,858+9.5% |
| Participation rate | 54.3% | 61.6%-7.3pp | 69.0%-14.7pp | 69.6%-15.3pp |
| Annual return | 16.06% | 30.45%-14.4pp | 134.60%-118.5pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,568 | $1,247+105.9% | $2,122+21.0% | $2,471+3.9% |
| Participant deferral / active EE | $6,035 | $2,512+140.3% | $3,373+78.9% | $3,740+61.4% |
| Admin fee / account holder | $13,527 | $4,536+198.2% | $5,959+127.0% | $5,306+154.9% |