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 | $130,238 | $116,175+12.1% | $93,606+39.1% | $152,861-14.8% |
| Participation rate | 64.7% | 78.0%-13.3pp | 75.8%-11.1pp | 82.4%-17.7pp |
| Annual return | 22.44% | 35.96%-13.5pp | 32.76%-10.3pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,026 | $3,218-68.1% | $2,718-62.2% | $4,762-78.5% |
| Participant deferral / active EE | $2,711 | $4,603-41.1% | $4,069-33.4% | $5,850-53.7% |
| Admin fee / account holder | $39,376 | $10,748+266.4% | $7,888+399.2% | $11,596+239.6% |