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 | $140,017 | $89,753+56.0% | $107,525+30.2% | $84,808+65.1% |
| Participation rate | 60.9% | 68.1%-7.2pp | 75.1%-14.2pp | 68.3%-7.4pp |
| Annual return | 16.05% | 29.48%-13.4pp | 181.32%-165.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,365 | $3,113+8.1% | $3,754-10.4% | $2,631+27.9% |
| Participant deferral / active EE | $4,653 | $4,056+14.7% | $5,116-9.1% | $4,212+10.5% |
| Admin fee / account holder | $6,237 | $7,222-13.6% | $8,919-30.1% | $7,344-15.1% |