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 | $167,949 | $125,758+33.5% | $169,993-1.2% | $75,163+123.4% |
| Participation rate | 63.9% | 83.6%-19.7pp | 87.0%-23.1pp | 67.2%-3.3pp |
| Annual return | 18.20% | 27.20%-9.0pp | 53.37%-35.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $3,051 | $4,615-33.9% | $6,785-55.0% | $2,670+14.3% |
| Participant deferral / active EE | $4,535 | $6,837-33.7% | $10,408-56.4% | $4,125+9.9% |
| Admin fee / account holder | $6,177 | $8,173-24.4% | $12,815-51.8% | $5,651+9.3% |