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 | $127,308 | $111,754+13.9% | $103,333+23.2% | $145,922-12.8% |
| Participation rate | 68.8% | 77.9%-9.2pp | 74.5%-5.8pp | 80.3%-11.5pp |
| Annual return | 13.15% | 24.77%-11.6pp | 24.88%-11.7pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,566 | $4,212-39.1% | $3,868-33.7% | $4,660-44.9% |
| Participant deferral / active EE | $7,799 | $5,619+38.8% | $5,057+54.2% | $6,688+16.6% |
| Admin fee / account holder | $7,753 | $9,750-20.5% | $8,355-7.2% | $13,397-42.1% |