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 | $115,475 | $65,376+76.6% | $87,100+32.6% | $65,185+77.1% |
| Participation rate | 68.0% | 75.3%-7.3pp | 76.9%-8.9pp | 70.2%-2.2pp |
| Annual return | 25.45% | 31.27%-5.8pp | 28.19%-2.7pp | 29.38%-3.9pp |
| Employer contribution / active EE | $1,797 | $1,822-1.4% | $2,521-28.7% | $2,177-17.4% |
| Participant deferral / active EE | $3,323 | $3,388-1.9% | $4,049-17.9% | $3,514-5.4% |
| Admin fee / account holder | $1,141 | $520+119.5% | $7,497-84.8% | $847+34.7% |