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 | $111,911 | $99,985+11.9% | $146,665-23.7% | $85,850+30.4% |
| Participation rate | 68.6% | 73.1%-4.5pp | 80.1%-11.5pp | 69.3%-0.7pp |
| Annual return | 16.91% | 18.93%-2.0pp | 22.74%-5.8pp | 318.53%-301.6pp |
| Employer contribution / active EE | $1,318 | $2,559-48.5% | $4,136-68.1% | $2,565-48.6% |
| Participant deferral / active EE | $2,001 | $4,006-50.0% | $5,506-63.7% | $3,952-49.4% |
| Admin fee / account holder | $1,049 | $7,702-86.4% | $10,280-89.8% | $6,260-83.2% |