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 | $93,127 | $72,277+28.8% | $101,248-8.0% | $79,858+16.6% |
| Participation rate | 66.7% | 68.5%-1.8pp | 75.8%-9.1pp | 69.6%-3.0pp |
| Annual return | 12.34% | 22.30%-10.0pp | 46.47%-34.1pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,303 | $2,692-51.6% | $3,660-64.4% | $2,471-47.3% |
| Participant deferral / active EE | $4,521 | $3,282+37.8% | $4,370+3.4% | $3,740+20.9% |
| Admin fee / account holder | $12,090 | $4,400+174.8% | $5,945+103.4% | $5,306+127.9% |