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 | $108,460 | $99,985+8.5% | $146,665-26.0% | $85,850+26.3% |
| Participation rate | 52.5% | 73.1%-20.5pp | 80.1%-27.5pp | 69.3%-16.8pp |
| Annual return | 13.78% | 18.93%-5.2pp | 22.74%-9.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $2,039 | $2,559-20.3% | $4,136-50.7% | $2,565-20.5% |
| Participant deferral / active EE | $4,409 | $4,006+10.1% | $5,506-19.9% | $3,952+11.6% |
| Admin fee / account holder | $2,601 | $7,702-66.2% | $10,280-74.7% | $6,260-58.4% |