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 | $127,460 | $66,402+92.0% | $109,895+16.0% | $85,850+48.5% |
| Participation rate | 58.3% | 63.9%-5.5pp | 74.2%-15.9pp | 69.3%-11.0pp |
| Annual return | 19.32% | 19.59%-0.3pp | 29.45%-10.1pp | 318.53%-299.2pp |
| Employer contribution / active EE | $1,553 | $1,687-7.9% | $2,842-45.4% | $2,565-39.4% |
| Participant deferral / active EE | $3,491 | $2,842+22.8% | $4,048-13.8% | $3,952-11.7% |
| Admin fee / account holder | $6,333 | $4,557+39.0% | $6,066+4.4% | $6,260+1.2% |