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 | $116,826 | $105,181+11.1% | $159,436-26.7% | $85,850+36.1% |
| Participation rate | 67.1% | 75.8%-8.7pp | 82.8%-15.7pp | 69.3%-2.2pp |
| Annual return | 16.22% | 45.07%-28.9pp | 263.57%-247.3pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,817 | $3,318-45.2% | $4,829-62.4% | $2,565-29.2% |
| Participant deferral / active EE | $8,506 | $5,945+43.1% | $7,352+15.7% | $3,952+115.2% |
| Admin fee / account holder | $2,569 | $6,933-62.9% | $10,799-76.2% | $6,260-59.0% |