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 | $102,598 | $125,758-18.4% | $169,993-39.6% | $75,163+36.5% |
| Participation rate | 69.6% | 83.6%-14.0pp | 87.0%-17.4pp | 67.2%+2.4pp |
| Annual return | 18.87% | 27.20%-8.3pp | 53.37%-34.5pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,079 | $4,615-54.9% | $6,785-69.4% | $2,670-22.1% |
| Participant deferral / active EE | $4,897 | $6,837-28.4% | $10,408-52.9% | $4,125+18.7% |
| Admin fee / account holder | $6,949 | $8,173-15.0% | $12,815-45.8% | $5,651+23.0% |