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 | $130,830 | $110,257+18.7% | $96,544+35.5% | $139,434-6.2% |
| Participation rate | 41.7% | 78.1%-36.4pp | 76.0%-34.3pp | 80.3%-38.7pp |
| Annual return | 16.38% | 26.32%-9.9pp | 25.84%-9.5pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,148 | $3,620-68.3% | $2,965-61.3% | $4,751-75.8% |
| Participant deferral / active EE | $3,583 | $5,548-35.4% | $4,851-26.1% | $6,710-46.6% |
| Admin fee / account holder | $1,247 | $11,591-89.2% | $8,252-84.9% | $11,403-89.1% |