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 | $122,955 | $112,881+8.9% | $90,951+35.2% | $158,922-22.6% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 12.81% | 215.79%-203.0pp | 134.60%-121.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,628 | $2,893-43.7% | $2,122-23.3% | $4,761-65.8% |
| Participant deferral / active EE | $5,059 | $4,128+22.6% | $3,373+50.0% | $5,982-15.4% |
| Admin fee / account holder | $2,682 | $8,041-66.6% | $5,959-55.0% | $11,246-76.2% |