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 | $82,512 | $100,923-18.2% | $150,045-45.0% | $74,304+11.0% |
| Participation rate | 61.1% | 70.1%-9.0pp | 82.3%-21.3pp | 60.3%+0.7pp |
| Annual return | 23.66% | 51.77%-28.1pp | 62.55%-38.9pp | 29.43%-5.8pp |
| Employer contribution / active EE | $1,596 | $3,463-53.9% | $4,693-66.0% | $2,241-28.8% |
| Participant deferral / active EE | $3,149 | $6,709-53.1% | $7,997-60.6% | $3,767-16.4% |
| Admin fee / account holder | $1,395 | $2,767-49.6% | $13,435-89.6% | $2,969-53.0% |