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 | $145,122 | $89,753+61.7% | $107,525+35.0% | $84,808+71.1% |
| Participation rate | 65.2% | 68.1%-2.8pp | 75.1%-9.9pp | 68.3%-3.1pp |
| Annual return | 15.05% | 29.48%-14.4pp | 181.32%-166.3pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,180 | $3,113-62.1% | $3,754-68.6% | $2,631-55.1% |
| Participant deferral / active EE | $3,261 | $4,056-19.6% | $5,116-36.3% | $4,212-22.6% |
| Admin fee / account holder | $4,859 | $7,222-32.7% | $8,919-45.5% | $7,344-33.8% |