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 | $124,566 | $93,571+33.1% | $135,903-8.3% | $75,163+65.7% |
| Participation rate | 64.2% | 75.2%-11.0pp | 81.9%-17.7pp | 67.2%-3.0pp |
| Annual return | 15.91% | 30.90%-15.0pp | 68.23%-52.3pp | 160.62%-144.7pp |
| Employer contribution / active EE | $3,029 | $3,537-14.4% | $4,856-37.6% | $2,670+13.5% |
| Participant deferral / active EE | $5,601 | $6,404-12.5% | $7,758-27.8% | $4,125+35.8% |
| Admin fee / account holder | $2,222 | $6,975-68.1% | $10,762-79.4% | $5,651-60.7% |