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 | $146,963 | $76,367+92.4% | $93,606+57.0% | $72,985+101.4% |
| Participation rate | 68.3% | 71.7%-3.5pp | 75.8%-7.6pp | 69.5%-1.2pp |
| Annual return | 21.67% | 25.82%-4.1pp | 32.76%-11.1pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,113 | $2,275-51.1% | $2,718-59.0% | $2,440-54.4% |
| Participant deferral / active EE | $3,537 | $3,5380% | $4,069-13.1% | $3,607-1.9% |
| Admin fee / account holder | $6,605 | $6,838-3.4% | $7,888-16.3% | $5,124+28.9% |