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 | $125,814 | $109,881+14.5% | $150,045-16.1% | $84,808+48.4% |
| Participation rate | 63.9% | 76.1%-12.2pp | 82.3%-18.4pp | 68.3%-4.4pp |
| Annual return | 17.97% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,150 | $3,561-39.6% | $4,693-54.2% | $2,631-18.3% |
| Participant deferral / active EE | $4,916 | $6,636-25.9% | $7,997-38.5% | $4,212+16.7% |
| Admin fee / account holder | $1,288 | $8,568-85.0% | $13,435-90.4% | $7,344-82.5% |