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 | $105,383 | $89,355+17.9% | $141,162-25.3% | $72,985+44.4% |
| Participation rate | 33.8% | 75.1%-41.3pp | 82.5%-48.6pp | 69.5%-35.6pp |
| Annual return | 25.03% | 111.85%-86.8pp | 71.39%-46.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $1,412 | $3,114-54.7% | $4,735-70.2% | $2,440-42.1% |
| Participant deferral / active EE | $5,900 | $5,418+8.9% | $6,709-12.1% | $3,607+63.6% |
| Admin fee / account holder | $7,219 | $5,958+21.2% | $10,261-29.6% | $5,124+40.9% |