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 | $101,909 | $89,753+13.5% | $107,525-5.2% | $84,808+20.2% |
| Participation rate | 62.7% | 68.1%-5.3pp | 75.1%-12.3pp | 68.3%-5.6pp |
| Annual return | 20.86% | 29.48%-8.6pp | 181.32%-160.5pp | 40.90%-20.0pp |
| Employer contribution / active EE | $3,301 | $3,113+6.0% | $3,754-12.1% | $2,631+25.5% |
| Participant deferral / active EE | $5,739 | $4,056+41.5% | $5,116+12.2% | $4,212+36.3% |
| Admin fee / account holder | $14,667 | $7,222+103.1% | $8,919+64.5% | $7,344+99.7% |