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 | $119,458 | $109,881+8.7% | $150,045-20.4% | $84,808+40.9% |
| Participation rate | 64.7% | 76.1%-11.4pp | 82.3%-17.6pp | 68.3%-3.6pp |
| Annual return | 16.19% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,140 | $3,561+16.3% | $4,693-11.8% | $2,631+57.4% |
| Participant deferral / active EE | $8,269 | $6,636+24.6% | $7,997+3.4% | $4,212+96.3% |
| Admin fee / account holder | $6,175 | $8,568-27.9% | $13,435-54.0% | $7,344-15.9% |