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 | $139,241 | $106,515+30.7% | $96,683+44.0% | $139,434-0.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 17.13% | 38.43%-21.3pp | 35.69%-18.6pp | 372.94%-355.8pp |
| Employer contribution / active EE | $3,528 | $4,103-14.0% | $3,737-5.6% | $4,751-25.7% |
| Participant deferral / active EE | $7,797 | $5,454+43.0% | $4,878+59.8% | $6,710+16.2% |
| Admin fee / account holder | $1,749 | $7,877-77.8% | $6,730-74.0% | $11,403-84.7% |