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 | $101,614 | $58,627+73.3% | $76,735+32.4% | $82,448+23.2% |
| Participation rate | 44.4% | 63.2%-18.8pp | 69.5%-25.1pp | 68.1%-23.6pp |
| Annual return | 16.99% | 39.10%-22.1pp | 29.77%-12.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,486 | $1,729-14.1% | $2,454-39.5% | $2,551-41.8% |
| Participant deferral / active EE | $4,418 | $3,134+41.0% | $4,088+8.1% | $4,139+6.7% |
| Admin fee / account holder | $2,012 | $5,323-62.2% | $7,189-72.0% | $7,234-72.2% |