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 | $98,473 | $89,355+10.2% | $141,162-30.2% | $72,985+34.9% |
| Participation rate | 59.1% | 75.1%-16.0pp | 82.5%-23.4pp | 69.5%-10.4pp |
| Annual return | 25.81% | 111.85%-86.0pp | 71.39%-45.6pp | 81.00%-55.2pp |
| Employer contribution / active EE | $2,235 | $3,114-28.2% | $4,735-52.8% | $2,440-8.4% |
| Participant deferral / active EE | $5,195 | $5,418-4.1% | $6,709-22.6% | $3,607+44.0% |
| Admin fee / account holder | $1,339 | $5,958-77.5% | $10,261-86.9% | $5,124-73.9% |