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 | $127,499 | $80,968+57.5% | $96,544+32.1% | $75,163+69.6% |
| Participation rate | 69.7% | 71.8%-2.1pp | 76.0%-6.3pp | 67.2%+2.5pp |
| Annual return | 17.02% | 27.06%-10.0pp | 25.84%-8.8pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,813 | $2,282-20.5% | $2,965-38.8% | $2,670-32.1% |
| Participant deferral / active EE | $4,446 | $3,928+13.2% | $4,851-8.3% | $4,125+7.8% |
| Admin fee / account holder | $3,375 | $6,724-49.8% | $8,252-59.1% | $5,651-40.3% |