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 | $122,335 | $57,065+114.4% | $75,670+61.7% | $70,131+74.4% |
| Participation rate | 67.9% | 68.1%-0.2pp | 72.3%-4.5pp | 69.5%-1.7pp |
| Annual return | 14.68% | 23.57%-8.9pp | 27.34%-12.7pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,519 | $1,817-16.4% | $2,352-35.4% | $2,342-35.1% |
| Participant deferral / active EE | $5,072 | $2,580+96.6% | $3,142+61.4% | $3,332+52.2% |
| Admin fee / account holder | $9,329 | $3,825+143.9% | $5,800+60.9% | $4,645+100.8% |