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 | $141,697 | $116,175+22.0% | $93,606+51.4% | $152,861-7.3% |
| Participation rate | 69.2% | 78.0%-8.8pp | 75.8%-6.6pp | 82.4%-13.2pp |
| Annual return | 21.16% | 35.96%-14.8pp | 32.76%-11.6pp | 345.32%-324.2pp |
| Employer contribution / active EE | $2,527 | $3,218-21.5% | $2,718-7.0% | $4,762-46.9% |
| Participant deferral / active EE | $5,010 | $4,603+8.8% | $4,069+23.1% | $5,850-14.4% |
| Admin fee / account holder | $3,393 | $10,748-68.4% | $7,888-57.0% | $11,596-70.7% |