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 | $129,442 | $87,013+48.8% | $106,213+21.9% | $80,856+60.1% |
| Participation rate | 69.5% | 70.4%-0.9pp | 75.3%-5.8pp | 67.6%+1.9pp |
| Annual return | 27.62% | 17.05%+10.6pp | 116.14%-88.5pp | 35.59%-8.0pp |
| Employer contribution / active EE | $1,159 | $2,395-51.6% | $3,171-63.4% | $2,755-57.9% |
| Participant deferral / active EE | $3,622 | $3,986-9.1% | $5,016-27.8% | $4,296-15.7% |
| Admin fee / account holder | $20,150 | $8,431+139.0% | $11,033+82.6% | $6,918+191.3% |