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 | $118,210 | $73,933+59.9% | $96,683+22.3% | $75,163+57.3% |
| Participation rate | 64.6% | 66.4%-1.8pp | 74.3%-9.7pp | 67.2%-2.6pp |
| Annual return | 15.00% | 26.70%-11.7pp | 35.69%-20.7pp | 160.62%-145.6pp |
| Employer contribution / active EE | $3,427 | $2,928+17.0% | $3,737-8.3% | $2,670+28.4% |
| Participant deferral / active EE | $5,471 | $3,659+49.5% | $4,878+12.2% | $4,125+32.6% |
| Admin fee / account holder | $3,027 | $5,216-42.0% | $6,730-55.0% | $5,651-46.4% |