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 | $114,405 | $117,983-3.0% | $101,794+12.4% | $142,382-19.6% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.2%-12.0pp | 80.1%-23.0pp |
| Annual return | 18.32% | 36.92%-18.6pp | 30.53%-12.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,619 | $2,773-41.6% | $2,289-29.3% | $4,299-62.3% |
| Participant deferral / active EE | $6,725 | $4,714+42.7% | $4,084+64.7% | $6,507+3.3% |
| Admin fee / account holder | $948 | $10,433-90.9% | $8,777-89.2% | $12,624-92.5% |