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 | $119,322 | $95,416+25.1% | $185,823-35.8% | $85,850+39.0% |
| Participation rate | 55.2% | 68.8%-13.6pp | 81.7%-26.5pp | 69.3%-14.1pp |
| Annual return | 18.11% | 23.59%-5.5pp | 122.05%-103.9pp | 318.53%-300.4pp |
| Employer contribution / active EE | $1,656 | $3,314-50.0% | $5,167-67.9% | $2,565-35.4% |
| Participant deferral / active EE | $3,409 | $3,423-0.4% | $5,568-38.8% | $3,952-13.7% |
| Admin fee / account holder | $10,874 | $7,213+50.8% | $16,237-33.0% | $6,260+73.7% |