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 | $135,445 | $124,881+8.5% | $209,409-35.3% | $116,875+15.9% |
| Participation rate | 69.0% | 75.8%-6.8pp | 80.4%-11.4pp | 74.5%-5.6pp |
| Annual return | 17.30% | 14.56%+2.7pp | 159.49%-142.2pp | 16.29%+1.0pp |
| Employer contribution / active EE | $1,780 | $2,588-31.2% | $5,035-64.7% | $3,288-45.9% |
| Participant deferral / active EE | $4,511 | $3,793+18.9% | $4,230+6.6% | $3,885+16.1% |
| Admin fee / account holder | $53,145 | $12,933+310.9% | $16,474+222.6% | $12,263+333.4% |