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 | $121,241 | $127,065-4.6% | $113,168+7.1% | $142,382-14.8% |
| Participation rate | 61.5% | 79.2%-17.7pp | 76.6%-15.0pp | 80.1%-18.6pp |
| Annual return | 20.24% | 24.03%-3.8pp | 24.27%-4.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,652 | $3,442-52.0% | $2,975-44.5% | $4,299-61.6% |
| Participant deferral / active EE | $6,228 | $5,716+8.9% | $5,107+21.9% | $6,507-4.3% |
| Admin fee / account holder | $1,600 | $15,736-89.8% | $12,068-86.7% | $12,624-87.3% |