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 | $134,195 | $85,766+56.5% | $136,294-1.5% | $70,131+91.3% |
| Participation rate | 66.7% | 74.2%-7.5pp | 81.9%-15.3pp | 69.5%-2.9pp |
| Annual return | 24.47% | 31.45%-7.0pp | 5155.94%-5131.5pp | 73.14%-48.7pp |
| Employer contribution / active EE | $1,625 | $2,966-45.2% | $4,695-65.4% | $2,342-30.6% |
| Participant deferral / active EE | $3,086 | $5,051-38.9% | $6,247-50.6% | $3,332-7.4% |
| Admin fee / account holder | $567 | $5,420-89.5% | $9,243-93.9% | $4,645-87.8% |