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 | $128,120 | $114,381+12.0% | $107,525+19.2% | $142,382-10.0% |
| Participation rate | 54.5% | 78.1%-23.6pp | 75.1%-20.5pp | 80.1%-25.6pp |
| Annual return | 19.64% | 242.71%-223.1pp | 181.32%-161.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $4,359 | $4,015+8.6% | $3,754+16.1% | $4,299+1.4% |
| Participant deferral / active EE | $5,506 | $5,564-1.1% | $5,116+7.6% | $6,507-15.4% |
| Admin fee / account holder | $3,412 | $9,860-65.4% | $8,919-61.7% | $12,624-73.0% |