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 | $109,881+22.6% | $150,045-10.2% | $84,808+58.9% |
| Participation rate | 65.5% | 76.1%-10.6pp | 82.3%-16.8pp | 68.3%-2.8pp |
| Annual return | 15.03% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,155 | $3,561-39.5% | $4,693-54.1% | $2,631-18.1% |
| Participant deferral / active EE | $3,299 | $6,636-50.3% | $7,997-58.7% | $4,212-21.7% |
| Admin fee / account holder | $2,057 | $8,568-76.0% | $13,435-84.7% | $7,344-72.0% |