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 | $83,724 | $77,899+7.5% | $149,673-44.1% | $75,163+11.4% |
| Participation rate | 61.1% | 65.6%-4.5pp | 78.8%-17.7pp | 67.2%-6.1pp |
| Annual return | 17.32% | 31.72%-14.4pp | 134.42%-117.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,960 | $3,137-5.7% | $4,818-38.6% | $2,670+10.9% |
| Participant deferral / active EE | $3,370 | $3,411-1.2% | $5,680-40.7% | $4,125-18.3% |
| Admin fee / account holder | $3,495 | $5,956-41.3% | $13,210-73.5% | $5,651-38.1% |