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 | $123,821 | $58,851+110.4% | $115,157+7.5% | $72,985+69.7% |
| Participation rate | 53.8% | 65.5%-11.7pp | 75.9%-22.1pp | 69.5%-15.6pp |
| Annual return | 19.65% | 23.16%-3.5pp | 35.60%-15.9pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,709 | $1,798-5.0% | $3,179-46.2% | $2,440-30.0% |
| Participant deferral / active EE | $2,594 | $2,643-1.8% | $4,168-37.8% | $3,607-28.1% |
| Admin fee / account holder | $2,059 | $6,370-67.7% | $7,088-70.9% | $5,124-59.8% |