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 | $126,565 | $99,985+26.6% | $146,665-13.7% | $85,850+47.4% |
| Participation rate | 56.9% | 73.1%-16.1pp | 80.1%-23.1pp | 69.3%-12.4pp |
| Annual return | 14.17% | 18.93%-4.8pp | 22.74%-8.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,262 | $2,559-50.7% | $4,136-69.5% | $2,565-50.8% |
| Participant deferral / active EE | $3,877 | $4,006-3.2% | $5,506-29.6% | $3,952-1.9% |
| Admin fee / account holder | $2,157 | $7,702-72.0% | $10,280-79.0% | $6,260-65.5% |