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 | $113,099 | $106,749+5.9% | $145,433-22.2% | $82,448+37.2% |
| Participation rate | 62.7% | 75.6%-12.9pp | 82.1%-19.4pp | 68.1%-5.4pp |
| Annual return | 18.10% | 27.59%-9.5pp | 66.58%-48.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $5,263 | $3,444+52.8% | $4,554+15.6% | $2,551+106.3% |
| Participant deferral / active EE | $4,528 | $6,519-30.5% | $7,897-42.7% | $4,139+9.4% |
| Admin fee / account holder | $3,100 | $8,390-63.1% | $13,129-76.4% | $7,234-57.2% |