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 | $139,915 | $104,664+33.7% | $85,682+63.3% | $167,490-16.5% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.9%-3.2pp | 82.1%-15.4pp |
| Annual return | 16.40% | 21.45%-5.0pp | 21.49%-5.1pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,562 | $3,337-53.2% | $2,618-40.4% | $4,837-67.7% |
| Participant deferral / active EE | $5,621 | $4,824+16.5% | $3,923+43.3% | $6,341-11.4% |
| Admin fee / account holder | $9,129 | $10,032-9.0% | $6,873+32.8% | $12,309-25.8% |