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 | $133,666 | $81,248+64.5% | $155,509-14.0% | $80,856+65.3% |
| Participation rate | 65.4% | 66.2%-0.8pp | 78.2%-12.8pp | 67.6%-2.3pp |
| Annual return | 12.27% | 33.31%-21.0pp | 64.67%-52.4pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,542 | $3,100-50.2% | $4,672-67.0% | $2,755-44.0% |
| Participant deferral / active EE | $6,413 | $3,452+85.8% | $5,626+14.0% | $4,296+49.3% |
| Admin fee / account holder | $9,833 | $7,997+23.0% | $15,912-38.2% | $6,918+42.1% |