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 | $147,465 | $112,729+30.8% | $98,716+49.4% | $137,256+7.4% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 11.86% | 38.48%-26.6pp | 31.81%-19.9pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,254 | $2,725-54.0% | $2,279-45.0% | $4,156-69.8% |
| Participant deferral / active EE | $4,756 | $4,640+2.5% | $4,048+17.5% | $6,407-25.8% |
| Admin fee / account holder | $3,634 | $10,129-64.1% | $8,703-58.2% | $12,270-70.4% |