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 | $105,038 | $56,897+84.6% | $84,750+23.9% | $62,891+67.0% |
| Participation rate | 59.0% | 68.5%-9.6pp | 76.6%-17.6pp | 69.3%-10.3pp |
| Annual return | 8.19% | 6.30%+1.9pp | 22.78%-14.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,697 | $2,400-29.3% | $3,574-52.5% | $2,281-25.6% |
| Participant deferral / active EE | $3,422 | $2,709+26.3% | $3,712-7.8% | $3,203+6.8% |
| Admin fee / account holder | $649 | $3,581-81.9% | $5,332-87.8% | $4,296-84.9% |