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 | $130,687 | $109,881+18.9% | $150,045-12.9% | $84,808+54.1% |
| Participation rate | 67.2% | 76.1%-8.8pp | 82.3%-15.1pp | 68.3%-1.1pp |
| Annual return | 16.75% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,817 | $3,561-20.9% | $4,693-40.0% | $2,631+7.1% |
| Participant deferral / active EE | $6,104 | $6,636-8.0% | $7,997-23.7% | $4,212+44.9% |
| Admin fee / account holder | $664 | $8,568-92.3% | $13,435-95.1% | $7,344-91.0% |