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 | $114,736 | $85,766+33.8% | $136,294-15.8% | $70,131+63.6% |
| Participation rate | 65.8% | 74.2%-8.3pp | 81.9%-16.1pp | 69.5%-3.7pp |
| Annual return | 22.67% | 31.45%-8.8pp | 5155.94%-5133.3pp | 73.14%-50.5pp |
| Employer contribution / active EE | $2,136 | $2,966-28.0% | $4,695-54.5% | $2,342-8.8% |
| Participant deferral / active EE | $7,887 | $5,051+56.1% | $6,247+26.3% | $3,332+136.7% |
| Admin fee / account holder | $3,767 | $5,420-30.5% | $9,243-59.3% | $4,645-18.9% |