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 | $81,608 | $70,669+15.5% | $169,368-51.8% | $75,163+8.6% |
| Participation rate | 65.6% | 64.8%+0.8pp | 77.1%-11.6pp | 67.2%-1.6pp |
| Annual return | 17.71% | 36.36%-18.7pp | 405.60%-387.9pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,106 | $2,211-50.0% | $4,013-72.4% | $2,670-58.6% |
| Participant deferral / active EE | $4,043 | $4,311-6.2% | $6,221-35.0% | $4,125-2.0% |
| Admin fee / account holder | $3,157 | $5,402-41.6% | $9,003-64.9% | $5,651-44.1% |