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 | $96,276 | $83,369+15.5% | $105,223-8.5% | $67,986+41.6% |
| Participation rate | 55.7% | 56.3%-0.6pp | 75.0%-19.4pp | 57.2%-1.5pp |
| Annual return | 19.03% | 24.64%-5.6pp | 180.65%-161.6pp | 31.67%-12.6pp |
| Employer contribution / active EE | $2,115 | $2,541-16.7% | $3,689-42.7% | $2,019+4.8% |
| Participant deferral / active EE | $4,144 | $3,295+25.8% | $5,072-18.3% | $3,358+23.4% |
| Admin fee / account holder | $2,180 | $4,073-46.5% | $8,859-75.4% | $3,203-31.9% |