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 | $123,126 | $105,630+16.6% | $87,507+40.7% | $273,961-55.1% |
| Participation rate | 66.7% | 78.2%-11.5pp | 73.8%-7.2pp | 83.0%-16.3pp |
| Annual return | 9.63% | 12.25%-2.6pp | 12.21%-2.6pp | 41.45%-31.8pp |
| Employer contribution / active EE | $1,200 | $3,141-61.8% | $2,550-52.9% | $4,869-75.4% |
| Participant deferral / active EE | $3,349 | $3,601-7.0% | $3,149+6.4% | $5,287-36.7% |
| Admin fee / account holder | $1,987 | $4,781-58.4% | $4,221-52.9% | $10,132-80.4% |