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 | $113,577 | $89,355+27.1% | $141,162-19.5% | $72,985+55.6% |
| Participation rate | 62.7% | 75.1%-12.4pp | 82.5%-19.8pp | 69.5%-6.8pp |
| Annual return | 29.91% | 111.85%-81.9pp | 71.39%-41.5pp | 81.00%-51.1pp |
| Employer contribution / active EE | $2,004 | $3,114-35.6% | $4,735-57.7% | $2,440-17.8% |
| Participant deferral / active EE | $6,061 | $5,418+11.9% | $6,709-9.7% | $3,607+68.0% |
| Admin fee / account holder | $4,872 | $5,958-18.2% | $10,261-52.5% | $5,124-4.9% |