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 | $89,542 | $81,208+10.3% | $98,907-9.5% | $79,858+12.1% |
| Participation rate | 60.0% | 72.5%-12.5pp | 76.0%-16.0pp | 69.6%-9.6pp |
| Annual return | 13.13% | 60.99%-47.9pp | 196.43%-183.3pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,262 | $1,960-35.6% | $2,689-53.1% | $2,471-48.9% |
| Participant deferral / active EE | $2,355 | $3,265-27.9% | $4,244-44.5% | $3,740-37.0% |
| Admin fee / account holder | $513 | $6,013-91.5% | $6,642-92.3% | $5,306-90.3% |