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 | $127,108 | $118,450+7.3% | $98,439+29.1% | $139,434-8.8% |
| Participation rate | 47.8% | 77.4%-29.6pp | 75.2%-27.3pp | 80.3%-32.5pp |
| Annual return | 15.11% | 18.94%-3.8pp | 21.16%-6.1pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,073 | $3,609-70.3% | $3,048-64.8% | $4,751-77.4% |
| Participant deferral / active EE | $3,654 | $5,392-32.2% | $4,738-22.9% | $6,710-45.6% |
| Admin fee / account holder | $1,073 | $14,026-92.4% | $8,948-88.0% | $11,403-90.6% |