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 | $113,906 | $81,208+40.3% | $98,907+15.2% | $79,858+42.6% |
| Participation rate | 69.4% | 72.5%-3.1pp | 76.0%-6.6pp | 69.6%-0.2pp |
| Annual return | 11.51% | 60.99%-49.5pp | 196.43%-184.9pp | 31.71%-20.2pp |
| Employer contribution / active EE | $713 | $1,960-63.6% | $2,689-73.5% | $2,471-71.1% |
| Participant deferral / active EE | $4,282 | $3,265+31.2% | $4,244+0.9% | $3,740+14.5% |
| Admin fee / account holder | $2,406 | $6,013-60.0% | $6,642-63.8% | $5,306-54.7% |