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 | $103,264 | $93,571+10.4% | $135,903-24.0% | $75,163+37.4% |
| Participation rate | 65.8% | 75.2%-9.4pp | 81.9%-16.1pp | 67.2%-1.4pp |
| Annual return | 19.69% | 30.90%-11.2pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,549 | $3,537-27.9% | $4,856-47.5% | $2,670-4.5% |
| Participant deferral / active EE | $5,758 | $6,404-10.1% | $7,758-25.8% | $4,125+39.6% |
| Admin fee / account holder | $2,176 | $6,975-68.8% | $10,762-79.8% | $5,651-61.5% |