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 | $118,139 | $215,361-45.1% | $171,082-30.9% | $273,961-56.9% |
| Participation rate | 69.2% | 82.0%-12.8pp | 76.7%-7.5pp | 83.0%-13.8pp |
| Annual return | 3.13% | 25.14%-22.0pp | 32.56%-29.4pp | 41.45%-38.3pp |
| Employer contribution / active EE | $2,736 | $4,967-44.9% | $4,002-31.6% | $4,869-43.8% |
| Participant deferral / active EE | $6,071 | $5,543+9.5% | $4,797+26.6% | $5,287+14.8% |
| Admin fee / account holder | $442 | $10,846-95.9% | $8,520-94.8% | $10,132-95.6% |