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 | $125,404 | $117,381+6.8% | $99,443+26.1% | $152,861-18.0% |
| Participation rate | 66.7% | 77.5%-10.9pp | 73.8%-7.2pp | 82.4%-15.8pp |
| Annual return | 9.69% | 31.87%-22.2pp | 30.72%-21.0pp | 345.32%-335.6pp |
| Employer contribution / active EE | $1,548 | $3,013-48.6% | $2,540-39.0% | $4,762-67.5% |
| Participant deferral / active EE | $4,255 | $4,086+4.1% | $3,619+17.6% | $5,850-27.3% |
| Admin fee / account holder | $7,829 | $7,631+2.6% | $6,250+25.3% | $11,596-32.5% |