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 | $136,466 | $80,717+69.1% | $154,803-11.8% | $84,808+60.9% |
| Participation rate | 58.6% | 66.8%-8.2pp | 78.1%-19.4pp | 68.3%-9.7pp |
| Annual return | 15.77% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,702 | $2,761-38.4% | $4,305-60.5% | $2,631-35.3% |
| Participant deferral / active EE | $4,291 | $3,303+29.9% | $5,540-22.6% | $4,212+1.9% |
| Admin fee / account holder | $1,470 | $6,746-78.2% | $14,329-89.7% | $7,344-80.0% |