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 | $140,533 | $106,749+31.6% | $145,433-3.4% | $82,448+70.5% |
| Participation rate | 57.3% | 75.6%-18.3pp | 82.1%-24.8pp | 68.1%-10.8pp |
| Annual return | 15.14% | 27.59%-12.5pp | 66.58%-51.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,616 | $3,444-24.1% | $4,554-42.6% | $2,551+2.5% |
| Participant deferral / active EE | $7,810 | $6,519+19.8% | $7,897-1.1% | $4,139+88.7% |
| Admin fee / account holder | $6,476 | $8,390-22.8% | $13,129-50.7% | $7,234-10.5% |