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 | $134,419 | $86,929+54.6% | $102,423+31.2% | $80,856+66.2% |
| Participation rate | 67.3% | 72.4%-5.1pp | 76.5%-9.2pp | 67.6%-0.3pp |
| Annual return | 15.58% | 18.88%-3.3pp | 29.32%-13.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,284 | $2,369-3.6% | $3,023-24.4% | $2,755-17.1% |
| Participant deferral / active EE | $5,292 | $4,118+28.5% | $5,053+4.7% | $4,296+23.2% |
| Admin fee / account holder | $5,662 | $8,049-29.7% | $9,451-40.1% | $6,918-18.2% |