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 | $122,781 | $87,037+41.1% | $106,201+15.6% | $80,874+51.8% |
| Participation rate | 61.5% | 70.4%-8.9pp | 75.3%-13.8pp | 67.6%-6.1pp |
| Annual return | 16.05% | 17.05%-1.0pp | 116.26%-100.2pp | 35.62%-19.6pp |
| Employer contribution / active EE | $3,030 | $2,396+26.5% | $3,170-4.4% | $2,756+10.0% |
| Participant deferral / active EE | $7,011 | $3,986+75.9% | $5,012+39.9% | $4,297+63.2% |
| Admin fee / account holder | $9,496 | $8,434+12.6% | $11,039-14.0% | $6,935+36.9% |