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 | $134,830 | $124,281+8.5% | $109,143+23.5% | $167,490-19.5% |
| Participation rate | 45.5% | 79.4%-34.0pp | 75.9%-30.4pp | 82.1%-36.7pp |
| Annual return | 23.40% | 26.04%-2.6pp | 25.75%-2.4pp | 478.56%-455.2pp |
| Employer contribution / active EE | $1,243 | $4,207-70.5% | $3,722-66.6% | $4,837-74.3% |
| Participant deferral / active EE | $3,066 | $5,255-41.7% | $4,653-34.1% | $6,341-51.6% |
| Admin fee / account holder | $19,954 | $7,970+150.4% | $6,752+195.5% | $12,309+62.1% |