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 | $131,180 | $67,606+94.0% | $82,313+59.4% | $70,131+87.0% |
| Participation rate | 69.0% | 72.8%-3.8pp | 76.9%-7.9pp | 69.5%-0.6pp |
| Annual return | 18.69% | 21.57%-2.9pp | 25.88%-7.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,685 | $1,755-4.0% | $2,428-30.6% | $2,342-28.1% |
| Participant deferral / active EE | $3,396 | $2,987+13.7% | $3,706-8.4% | $3,332+1.9% |
| Admin fee / account holder | $2,620 | $4,512-41.9% | $5,608-53.3% | $4,645-43.6% |