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 | $111,113 | $105,181+5.6% | $159,436-30.3% | $85,850+29.4% |
| Participation rate | 69.8% | 75.8%-5.9pp | 82.8%-13.0pp | 69.3%+0.5pp |
| Annual return | 18.95% | 45.07%-26.1pp | 263.57%-244.6pp | 318.53%-299.6pp |
| Employer contribution / active EE | $881 | $3,318-73.4% | $4,829-81.8% | $2,565-65.6% |
| Participant deferral / active EE | $7,653 | $5,945+28.7% | $7,352+4.1% | $3,952+93.7% |
| Admin fee / account holder | $7,046 | $6,933+1.6% | $10,799-34.7% | $6,260+12.6% |