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 | $119,115 | $86,929+37.0% | $102,423+16.3% | $80,856+47.3% |
| Participation rate | 67.6% | 72.4%-4.8pp | 76.5%-8.9pp | 67.6%-0.1pp |
| Annual return | 12.29% | 18.88%-6.6pp | 29.32%-17.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,599 | $2,369-32.5% | $3,023-47.1% | $2,755-42.0% |
| Participant deferral / active EE | $3,068 | $4,118-25.5% | $5,053-39.3% | $4,296-28.6% |
| Admin fee / account holder | $22,216 | $8,049+176.0% | $9,451+135.1% | $6,918+221.1% |