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 | $141,726 | $77,314+83.3% | $177,989-20.4% | $80,856+75.3% |
| Participation rate | 56.7% | 65.7%-9.0pp | 77.1%-20.4pp | 67.6%-11.0pp |
| Annual return | 16.45% | 18.09%-1.6pp | 294.48%-278.0pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,160 | $2,292-5.8% | $3,949-45.3% | $2,755-21.6% |
| Participant deferral / active EE | $4,888 | $4,411+10.8% | $6,276-22.1% | $4,296+13.8% |
| Admin fee / account holder | $1,400 | $7,191-80.5% | $10,363-86.5% | $6,918-79.8% |