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 | $99,583 | $91,190+9.2% | $178,490-44.2% | $79,858+24.7% |
| Participation rate | 62.7% | 69.2%-6.5pp | 81.9%-19.2pp | 69.6%-6.9pp |
| Annual return | 13.29% | 24.19%-10.9pp | 151.07%-137.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $2,924 | $3,256-10.2% | $5,011-41.6% | $2,471+18.3% |
| Participant deferral / active EE | $6,943 | $3,236+114.5% | $5,202+33.5% | $3,740+85.6% |
| Admin fee / account holder | $3,514 | $6,751-47.9% | $13,984-74.9% | $5,306-33.8% |