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 | $176,863 | $232,540-23.9% | $185,117-4.5% | $147,584+19.8% |
| Participation rate | 61.5% | 82.4%-20.8pp | 77.3%-15.7pp | 82.8%-21.3pp |
| Annual return | 12.03% | 43.03%-31.0pp | 40.50%-28.5pp | 578.55%-566.5pp |
| Employer contribution / active EE | $2,068 | $5,195-60.2% | $4,182-50.5% | $4,876-57.6% |
| Participant deferral / active EE | $6,124 | $5,834+5.0% | $5,045+21.4% | $5,439+12.6% |
| Admin fee / account holder | $3,760 | $10,275-63.4% | $8,159-53.9% | $10,885-65.5% |