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 | $78,536 | $56,277+39.6% | $80,975-3.0% | $62,891+24.9% |
| Participation rate | 60.5% | 69.0%-8.4pp | 75.8%-15.3pp | 69.3%-8.8pp |
| Annual return | 9.02% | 22.12%-13.1pp | 17.10%-8.1pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,061 | $1,943-45.4% | $3,714-71.4% | $2,281-53.5% |
| Participant deferral / active EE | $8,337 | $4,195+98.7% | $5,696+46.4% | $3,203+160.3% |
| Admin fee / account holder | $2,520 | $3,741-32.6% | $5,516-54.3% | $4,296-41.3% |