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 | $96,501 | $78,422+23.1% | $95,952+0.6% | $79,858+20.8% |
| Participation rate | 69.0% | 73.5%-4.5pp | 77.1%-8.1pp | 69.6%-0.7pp |
| Annual return | 12.88% | 19.37%-6.5pp | 91.61%-78.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,335 | $1,945-31.3% | $2,541-47.4% | $2,471-46.0% |
| Participant deferral / active EE | $3,962 | $3,440+15.2% | $4,167-4.9% | $3,740+5.9% |
| Admin fee / account holder | $11,790 | $5,622+109.7% | $6,795+73.5% | $5,306+122.2% |