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 | $120,885 | $149,679-19.2% | $117,039+3.3% | $147,584-18.1% |
| Participation rate | 66.7% | 83.5%-16.8pp | 77.2%-10.5pp | 82.8%-16.2pp |
| Annual return | 16.65% | 19.31%-2.7pp | 18.95%-2.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,260 | $4,937-74.5% | $3,785-66.7% | $4,876-74.2% |
| Participant deferral / active EE | $3,713 | $4,912-24.4% | $3,929-5.5% | $5,439-31.7% |
| Admin fee / account holder | $984 | $7,856-87.5% | $5,974-83.5% | $10,885-91.0% |