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 | $136,701 | $88,083+55.2% | $164,813-17.1% | $74,495+83.5% |
| Participation rate | 64.9% | 73.0%-8.2pp | 78.6%-13.7pp | 67.2%-2.3pp |
| Annual return | 16.18% | 17.26%-1.1pp | 69.93%-53.8pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $2,421 | $2,593-6.6% | $4,341-44.2% | $2,623-7.7% |
| Participant deferral / active EE | $5,063 | $4,498+12.6% | $6,031-16.0% | $4,346+16.5% |
| Admin fee / account holder | $10,023 | $2,234+348.7% | $12,690-21.0% | $1,942+416.2% |