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 | $130,283 | $103,376+26.0% | $87,100+49.6% | $152,861-14.8% |
| Participation rate | 41.2% | 79.3%-38.2pp | 76.9%-35.7pp | 82.4%-41.3pp |
| Annual return | 19.51% | 28.10%-8.6pp | 28.19%-8.7pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,389 | $3,220-56.9% | $2,521-44.9% | $4,762-70.8% |
| Participant deferral / active EE | $4,494 | $4,778-5.9% | $4,049+11.0% | $5,850-23.2% |
| Admin fee / account holder | $2,675 | $12,205-78.1% | $7,497-64.3% | $11,596-76.9% |