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 | $121,587 | $98,750+23.1% | $149,696-18.8% | $79,858+52.3% |
| Participation rate | 67.2% | 75.8%-8.6pp | 82.5%-15.3pp | 69.6%-2.5pp |
| Annual return | 19.51% | 27.43%-7.9pp | 276.60%-257.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $2,787 | $3,216-13.4% | $4,644-40.0% | $2,471+12.8% |
| Participant deferral / active EE | $7,596 | $5,680+33.7% | $6,842+11.0% | $3,740+103.1% |
| Admin fee / account holder | $3,259 | $6,053-46.1% | $9,309-65.0% | $5,306-38.6% |