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 | $147,861 | $89,753+64.7% | $107,525+37.5% | $84,808+74.3% |
| Participation rate | 65.2% | 68.1%-2.8pp | 75.1%-9.9pp | 68.3%-3.1pp |
| Annual return | 18.43% | 29.48%-11.0pp | 181.32%-162.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,881 | $3,113-39.6% | $3,754-49.9% | $2,631-28.5% |
| Participant deferral / active EE | $5,370 | $4,056+32.4% | $5,116+5.0% | $4,212+27.5% |
| Admin fee / account holder | $2,300 | $7,222-68.2% | $8,919-74.2% | $7,344-68.7% |