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 | $142,461 | $109,881+29.7% | $150,045-5.1% | $84,808+68.0% |
| Participation rate | 34.8% | 76.1%-41.2pp | 82.3%-47.5pp | 68.3%-33.5pp |
| Annual return | 15.86% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,243 | $3,561-65.1% | $4,693-73.5% | $2,631-52.7% |
| Participant deferral / active EE | $3,264 | $6,636-50.8% | $7,997-59.2% | $4,212-22.5% |
| Admin fee / account holder | $9,575 | $8,568+11.8% | $13,435-28.7% | $7,344+30.4% |