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 | $94,804 | $60,349+57.1% | $74,183+27.8% | $62,891+50.7% |
| Participation rate | 68.0% | 72.7%-4.7pp | 76.6%-8.6pp | 69.3%-1.3pp |
| Annual return | 8.04% | 21.37%-13.3pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,578 | $1,680-6.1% | $2,370-33.4% | $2,281-30.8% |
| Participant deferral / active EE | $3,278 | $2,856+14.8% | $3,550-7.6% | $3,203+2.3% |
| Admin fee / account holder | $5,678 | $4,261+33.2% | $5,586+1.6% | $4,296+32.2% |