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 | $130,113 | $148,978-12.7% | $200,582-35.1% | $84,808+53.4% |
| Participation rate | 66.7% | 84.2%-17.6pp | 86.9%-20.2pp | 68.3%-1.6pp |
| Annual return | 31.41% | 28.16%+3.3pp | 42.33%-10.9pp | 40.90%-9.5pp |
| Employer contribution / active EE | $6,159 | $4,815+27.9% | $6,419-4.1% | $2,631+134.1% |
| Participant deferral / active EE | $14,524 | $7,142+103.4% | $9,331+55.7% | $4,212+244.9% |
| Admin fee / account holder | $5,408 | $13,977-61.3% | $16,305-66.8% | $7,344-26.4% |