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 | $139,514 | $109,881+27.0% | $150,045-7.0% | $84,808+64.5% |
| Participation rate | 60.5% | 76.1%-15.6pp | 82.3%-21.9pp | 68.3%-7.8pp |
| Annual return | 15.41% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,871 | $3,561-47.5% | $4,693-60.1% | $2,631-28.9% |
| Participant deferral / active EE | $4,883 | $6,636-26.4% | $7,997-38.9% | $4,212+15.9% |
| Admin fee / account holder | $20,271 | $8,568+136.6% | $13,435+50.9% | $7,344+176.0% |