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 | $107,113 | $72,012+48.7% | $185,823-42.4% | $79,858+34.1% |
| Participation rate | 63.0% | 65.8%-2.7pp | 78.0%-15.0pp | 69.6%-6.6pp |
| Annual return | 18.32% | 23.12%-4.8pp | 35.95%-17.6pp | 31.71%-13.4pp |
| Employer contribution / active EE | $2,283 | $1,965+16.2% | $4,087-44.1% | $2,471-7.6% |
| Participant deferral / active EE | $5,866 | $3,779+55.2% | $5,632+4.2% | $3,740+56.8% |
| Admin fee / account holder | $11,514 | $4,513+155.1% | $9,500+21.2% | $5,306+117.0% |