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 | $244,876 | $64,480+279.8% | $81,382+200.9% | $80,856+202.9% |
| Participation rate | 67.4% | 63.9%+3.6pp | 69.5%-2.0pp | 67.6%-0.2pp |
| Annual return | 15.72% | 16.34%-0.6pp | 24.73%-9.0pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,951 | $1,978-1.4% | $2,463-20.8% | $2,755-29.2% |
| Participant deferral / active EE | $3,395 | $3,094+9.7% | $3,883-12.6% | $4,296-21.0% |
| Admin fee / account holder | $27,848 | $5,671+391.1% | $5,768+382.8% | $6,918+302.5% |