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 | $133,867 | $76,367+75.3% | $93,606+43.0% | $72,985+83.4% |
| Participation rate | 53.8% | 71.7%-17.9pp | 75.8%-22.0pp | 69.5%-15.6pp |
| Annual return | 22.26% | 25.82%-3.6pp | 32.76%-10.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,065 | $2,275-53.2% | $2,718-60.8% | $2,440-56.4% |
| Participant deferral / active EE | $3,857 | $3,538+9.0% | $4,069-5.2% | $3,607+6.9% |
| Admin fee / account holder | $8,818 | $6,838+28.9% | $7,888+11.8% | $5,124+72.1% |