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 | $79,887 | $78,705+1.5% | $117,854-32.2% | $70,131+13.9% |
| Participation rate | 69.0% | 73.2%-4.1pp | 79.7%-10.6pp | 69.5%-0.5pp |
| Annual return | 19.61% | 23.30%-3.7pp | 335.08%-315.5pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,295 | $2,223-41.7% | $3,786-65.8% | $2,342-44.7% |
| Participant deferral / active EE | $4,380 | $3,297+32.8% | $4,482-2.3% | $3,332+31.5% |
| Admin fee / account holder | $4,215 | $5,065-16.8% | $8,020-47.4% | $4,645-9.3% |