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 | $108,838 | $93,571+16.3% | $135,903-19.9% | $75,163+44.8% |
| Participation rate | 61.5% | 75.2%-13.6pp | 81.9%-20.4pp | 67.2%-5.7pp |
| Annual return | 15.57% | 30.90%-15.3pp | 68.23%-52.7pp | 160.62%-145.0pp |
| Employer contribution / active EE | $3,212 | $3,537-9.2% | $4,856-33.8% | $2,670+20.3% |
| Participant deferral / active EE | $5,695 | $6,404-11.1% | $7,758-26.6% | $4,125+38.1% |
| Admin fee / account holder | $43,587 | $6,975+524.9% | $10,762+305.0% | $5,651+671.3% |