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 | $104,901 | $93,571+12.1% | $135,903-22.8% | $75,163+39.6% |
| Participation rate | 61.8% | 75.2%-13.4pp | 81.9%-20.1pp | 67.2%-5.4pp |
| Annual return | 17.27% | 30.90%-13.6pp | 68.23%-51.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $860 | $3,537-75.7% | $4,856-82.3% | $2,670-67.8% |
| Participant deferral / active EE | $9,706 | $6,404+51.6% | $7,758+25.1% | $4,125+135.3% |
| Admin fee / account holder | $10,676 | $6,975+53.0% | $10,762-0.8% | $5,651+88.9% |