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 | $153,052 | $127,065+20.5% | $113,168+35.2% | $142,382+7.5% |
| Participation rate | 63.2% | 79.2%-16.0pp | 76.6%-13.4pp | 80.1%-17.0pp |
| Annual return | 20.59% | 24.03%-3.4pp | 24.27%-3.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,852 | $3,442-46.2% | $2,975-37.7% | $4,299-56.9% |
| Participant deferral / active EE | $3,593 | $5,716-37.1% | $5,107-29.6% | $6,507-44.8% |
| Admin fee / account holder | $4,397 | $15,736-72.1% | $12,068-63.6% | $12,624-65.2% |