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 | $141,109 | $118,450+19.1% | $98,439+43.3% | $139,434+1.2% |
| Participation rate | 66.7% | 77.4%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 19.02% | 18.94%+0.1pp | 21.16%-2.1pp | 372.94%-353.9pp |
| Employer contribution / active EE | $2,625 | $3,609-27.3% | $3,048-13.9% | $4,751-44.7% |
| Participant deferral / active EE | $8,041 | $5,392+49.1% | $4,738+69.7% | $6,710+19.8% |
| Admin fee / account holder | $3,671 | $14,026-73.8% | $8,948-59.0% | $11,403-67.8% |