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 | $118,748 | $83,477+42.3% | $125,175-5.1% | $72,985+62.7% |
| Participation rate | 67.0% | 73.3%-6.3pp | 79.8%-12.7pp | 69.5%-2.5pp |
| Annual return | 21.22% | 25.78%-4.6pp | 43.79%-22.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,242 | $2,345-47.1% | $3,865-67.9% | $2,440-49.1% |
| Participant deferral / active EE | $3,781 | $3,585+5.5% | $4,937-23.4% | $3,607+4.8% |
| Admin fee / account holder | $6,667 | $5,517+20.8% | $9,702-31.3% | $5,124+30.1% |