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 | $131,869 | $93,571+40.9% | $135,903-3.0% | $75,163+75.4% |
| Participation rate | 66.0% | 75.2%-9.2pp | 81.9%-15.9pp | 67.2%-1.2pp |
| Annual return | 26.00% | 30.90%-4.9pp | 68.23%-42.2pp | 160.62%-134.6pp |
| Employer contribution / active EE | $1,982 | $3,537-44.0% | $4,856-59.2% | $2,670-25.8% |
| Participant deferral / active EE | $8,179 | $6,404+27.7% | $7,758+5.4% | $4,125+98.3% |
| Admin fee / account holder | $4,731 | $6,975-32.2% | $10,762-56.0% | $5,651-16.3% |