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 | $124,530 | $83,477+49.2% | $125,175-0.5% | $72,985+70.6% |
| Participation rate | 64.5% | 73.3%-8.8pp | 79.8%-15.3pp | 69.5%-5.0pp |
| Annual return | 23.47% | 25.78%-2.3pp | 43.79%-20.3pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,021 | $2,345-56.5% | $3,865-73.6% | $2,440-58.2% |
| Participant deferral / active EE | $2,865 | $3,585-20.1% | $4,937-42.0% | $3,607-20.6% |
| Admin fee / account holder | $12,942 | $5,517+134.6% | $9,702+33.4% | $5,124+152.6% |