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 | $99,868 | $65,365+52.8% | $92,893+7.5% | $72,985+36.8% |
| Participation rate | 60.3% | 68.3%-8.0pp | 76.0%-15.7pp | 69.5%-9.2pp |
| Annual return | 23.69% | 42.10%-18.4pp | 109.41%-85.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $2,700 | $2,594+4.1% | $3,653-26.1% | $2,440+10.7% |
| Participant deferral / active EE | $7,032 | $3,128+124.8% | $4,236+66.0% | $3,607+94.9% |
| Admin fee / account holder | $1,792 | $4,251-57.8% | $5,794-69.1% | $5,124-65.0% |