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 | $133,085 | $89,753+48.3% | $107,525+23.8% | $84,808+56.9% |
| Participation rate | 61.5% | 68.1%-6.5pp | 75.1%-13.5pp | 68.3%-6.8pp |
| Annual return | 13.10% | 29.48%-16.4pp | 181.32%-168.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,964 | $3,113-36.9% | $3,754-47.7% | $2,631-25.4% |
| Participant deferral / active EE | $4,133 | $4,056+1.9% | $5,116-19.2% | $4,212-1.9% |
| Admin fee / account holder | $5,963 | $7,222-17.4% | $8,919-33.1% | $7,344-18.8% |