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 | $97,117 | $112,881-14.0% | $90,951+6.8% | $158,922-38.9% |
| Participation rate | 63.2% | 74.7%-11.6pp | 69.0%-5.9pp | 82.0%-18.8pp |
| Annual return | 20.96% | 215.79%-194.8pp | 134.60%-113.6pp | 302.83%-281.9pp |
| Employer contribution / active EE | $1,824 | $2,893-36.9% | $2,122-14.0% | $4,761-61.7% |
| Participant deferral / active EE | $3,928 | $4,128-4.8% | $3,373+16.5% | $5,982-34.3% |
| Admin fee / account holder | $3,892 | $8,041-51.6% | $5,959-34.7% | $11,246-65.4% |