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 | $134,728 | $106,749+26.2% | $145,433-7.4% | $82,448+63.4% |
| Participation rate | 65.5% | 75.6%-10.1pp | 82.1%-16.6pp | 68.1%-2.6pp |
| Annual return | 15.03% | 27.59%-12.6pp | 66.58%-51.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $2,155 | $3,444-37.4% | $4,554-52.7% | $2,551-15.5% |
| Participant deferral / active EE | $3,299 | $6,519-49.4% | $7,897-58.2% | $4,139-20.3% |
| Admin fee / account holder | $2,057 | $8,390-75.5% | $13,129-84.3% | $7,234-71.6% |