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 | $108,230 | $72,492+49.3% | $87,100+24.3% | $72,985+48.3% |
| Participation rate | 64.9% | 72.8%-7.9pp | 76.9%-11.9pp | 69.5%-4.6pp |
| Annual return | 19.68% | 24.46%-4.8pp | 28.19%-8.5pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,659 | $1,894-12.4% | $2,521-34.2% | $2,440-32.0% |
| Participant deferral / active EE | $6,110 | $3,270+86.9% | $4,049+50.9% | $3,607+69.4% |
| Admin fee / account holder | $11,852 | $5,055+134.5% | $7,497+58.1% | $5,124+131.3% |