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 | $134,384 | $109,413+22.8% | $156,263-14.0% | $84,808+58.5% |
| Participation rate | 69.8% | 72.7%-2.9pp | 78.9%-9.1pp | 68.3%+1.5pp |
| Annual return | 17.90% | 20.18%-2.3pp | 59.47%-41.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,780 | $2,907-38.8% | $4,333-58.9% | $2,631-32.3% |
| Participant deferral / active EE | $3,284 | $4,590-28.5% | $6,158-46.7% | $4,212-22.0% |
| Admin fee / account holder | $14,392 | $9,357+53.8% | $14,255+1.0% | $7,344+96.0% |