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 | $133,099 | $83,477+59.4% | $125,175+6.3% | $72,985+82.4% |
| Participation rate | 61.5% | 73.3%-11.8pp | 79.8%-18.2pp | 69.5%-7.9pp |
| Annual return | 23.36% | 25.78%-2.4pp | 43.79%-20.4pp | 81.00%-57.6pp |
| Employer contribution / active EE | $2,889 | $2,345+23.2% | $3,865-25.3% | $2,440+18.4% |
| Participant deferral / active EE | $5,254 | $3,585+46.5% | $4,937+6.4% | $3,607+45.6% |
| Admin fee / account holder | $6,526 | $5,517+18.3% | $9,702-32.7% | $5,124+27.4% |