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 | $194,692 | $162,781+19.6% | $133,956+45.3% | $158,922+22.5% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 17.76% | 41.94%-24.2pp | 45.09%-27.3pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,118 | $4,975-57.4% | $3,919-46.0% | $4,761-55.5% |
| Participant deferral / active EE | $4,027 | $5,911-31.9% | $5,048-20.2% | $5,982-32.7% |
| Admin fee / account holder | $2,674 | $11,736-77.2% | $8,927-70.1% | $11,246-76.2% |