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 | $97,285 | $71,050+36.9% | $93,606+3.9% | $80,856+20.3% |
| Participation rate | 48.1% | 60.4%-12.3pp | 68.7%-20.6pp | 67.6%-19.5pp |
| Annual return | 15.05% | 11.26%+3.8pp | 133.20%-118.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,294 | $1,564-17.3% | $2,420-46.5% | $2,755-53.0% |
| Participant deferral / active EE | $4,262 | $4,034+5.7% | $4,411-3.4% | $4,296-0.8% |
| Admin fee / account holder | $8,374 | $6,945+20.6% | $8,285+1.1% | $6,918+21.1% |