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 | $79,681 | $70,428+13.1% | $96,562-17.5% | $85,850-7.2% |
| Participation rate | 60.9% | 61.8%-0.9pp | 69.8%-8.9pp | 69.3%-8.4pp |
| Annual return | 14.24% | 18.59%-4.4pp | 37.78%-23.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,837 | $1,413+30.0% | $2,356-22.0% | $2,565-28.4% |
| Participant deferral / active EE | $4,322 | $2,894+49.4% | $3,849+12.3% | $3,952+9.4% |
| Admin fee / account holder | $1,631 | $4,997-67.4% | $6,181-73.6% | $6,260-73.9% |