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 | $113,202 | $74,927+51.1% | $101,794+11.2% | $84,808+33.5% |
| Participation rate | 52.5% | 61.4%-8.9pp | 69.2%-16.7pp | 68.3%-15.9pp |
| Annual return | 12.80% | 18.70%-5.9pp | 30.53%-17.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,263 | $1,522+48.7% | $2,289-1.1% | $2,631-14.0% |
| Participant deferral / active EE | $5,333 | $3,099+72.1% | $4,084+30.6% | $4,212+26.6% |
| Admin fee / account holder | $13,655 | $6,514+109.6% | $8,777+55.6% | $7,344+85.9% |