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 | $120,967 | $107,334+12.7% | $92,893+30.2% | $152,861-20.9% |
| Participation rate | 57.9% | 79.8%-21.9pp | 76.0%-18.1pp | 82.4%-24.6pp |
| Annual return | 17.55% | 145.58%-128.0pp | 109.41%-91.9pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,722 | $4,221-59.2% | $3,653-52.9% | $4,762-63.8% |
| Participant deferral / active EE | $7,384 | $4,845+52.4% | $4,236+74.3% | $5,850+26.2% |
| Admin fee / account holder | $3,733 | $7,079-47.3% | $5,794-35.6% | $11,596-67.8% |