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 | $145,654 | $94,031+54.9% | $115,768+25.8% | $82,448+76.7% |
| Participation rate | 69.0% | 70.4%-1.4pp | 74.4%-5.3pp | 68.1%+1.0pp |
| Annual return | 14.19% | 20.61%-6.4pp | 100.46%-86.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,036 | $2,323-55.4% | $2,940-64.8% | $2,551-59.4% |
| Participant deferral / active EE | $3,293 | $3,972-17.1% | $4,917-33.0% | $4,139-20.4% |
| Admin fee / account holder | $15,576 | $10,249+52.0% | $12,439+25.2% | $7,234+115.3% |