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 | $131,722 | $105,181+25.2% | $159,436-17.4% | $85,850+53.4% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.8%-20.3pp | 69.3%-6.8pp |
| Annual return | 15.49% | 45.07%-29.6pp | 263.57%-248.1pp | 318.53%-303.0pp |
| Employer contribution / active EE | $2,017 | $3,318-39.2% | $4,829-58.2% | $2,565-21.4% |
| Participant deferral / active EE | $4,318 | $5,945-27.4% | $7,352-41.3% | $3,952+9.3% |
| Admin fee / account holder | $7,770 | $6,933+12.1% | $10,799-28.0% | $6,260+24.1% |