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 | $94,831 | $57,541+64.8% | $95,745-1.0% | $75,163+26.2% |
| Participation rate | 53.7% | 62.5%-8.9pp | 72.3%-18.6pp | 67.2%-13.5pp |
| Annual return | 25.74% | 34.93%-9.2pp | 28.35%-2.6pp | 160.62%-134.9pp |
| Employer contribution / active EE | $1,131 | $1,808-37.4% | $2,835-60.1% | $2,670-57.6% |
| Participant deferral / active EE | $5,210 | $3,074+69.5% | $4,245+22.7% | $4,125+26.3% |
| Admin fee / account holder | $2,393 | $4,099-41.6% | $5,678-57.9% | $5,651-57.7% |