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 | $133,266 | $93,571+42.4% | $135,903-1.9% | $75,163+77.3% |
| Participation rate | 56.6% | 75.2%-18.6pp | 81.9%-25.3pp | 67.2%-10.6pp |
| Annual return | 19.52% | 30.90%-11.4pp | 68.23%-48.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,945 | $3,537-45.0% | $4,856-59.9% | $2,670-27.1% |
| Participant deferral / active EE | $4,342 | $6,404-32.2% | $7,758-44.0% | $4,125+5.3% |
| Admin fee / account holder | $9,561 | $6,975+37.1% | $10,762-11.2% | $5,651+69.2% |