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 | $105,537 | $100,923+4.6% | $150,045-29.7% | $74,304+42.0% |
| Participation rate | 63.6% | 70.1%-6.5pp | 82.3%-18.8pp | 60.3%+3.2pp |
| Annual return | 18.89% | 51.77%-32.9pp | 62.55%-43.7pp | 29.43%-10.5pp |
| Employer contribution / active EE | $1,678 | $3,463-51.6% | $4,693-64.3% | $2,241-25.1% |
| Participant deferral / active EE | $6,291 | $6,709-6.2% | $7,997-21.3% | $3,767+67.0% |
| Admin fee / account holder | $7,870 | $2,767+184.4% | $13,435-41.4% | $2,969+165.1% |