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 | $101,387 | $73,933+37.1% | $96,683+4.9% | $75,163+34.9% |
| Participation rate | 57.8% | 66.4%-8.6pp | 74.3%-16.6pp | 67.2%-9.4pp |
| Annual return | 23.21% | 26.70%-3.5pp | 35.69%-12.5pp | 160.62%-137.4pp |
| Employer contribution / active EE | $3,172 | $2,928+8.3% | $3,737-15.1% | $2,670+18.8% |
| Participant deferral / active EE | $5,456 | $3,659+49.1% | $4,878+11.8% | $4,125+32.3% |
| Admin fee / account holder | $2,431 | $5,216-53.4% | $6,730-63.9% | $5,651-57.0% |