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 | $137,261 | $105,859+29.7% | $90,160+52.2% | $147,584-7.0% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 14.83% | 37.63%-22.8pp | 34.88%-20.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $2,714 | $4,126-34.2% | $3,318-18.2% | $4,876-44.3% |
| Participant deferral / active EE | $5,988 | $5,733+4.4% | $5,288+13.2% | $5,439+10.1% |
| Admin fee / account holder | $666 | $8,046-91.7% | $5,943-88.8% | $10,885-93.9% |