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 | $127,537 | $106,749+19.5% | $145,433-12.3% | $82,448+54.7% |
| Participation rate | 63.6% | 75.6%-12.0pp | 82.1%-18.5pp | 68.1%-4.4pp |
| Annual return | 14.64% | 27.59%-13.0pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,919 | $3,444-44.3% | $4,554-57.9% | $2,551-24.8% |
| Participant deferral / active EE | $3,719 | $6,519-43.0% | $7,897-52.9% | $4,139-10.2% |
| Admin fee / account holder | $7,298 | $8,390-13.0% | $13,129-44.4% | $7,234+0.9% |