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 | $194,836 | $95,453+104.1% | $112,040+73.9% | $82,448+136.3% |
| Participation rate | 69.1% | 72.8%-3.7pp | 76.5%-7.4pp | 68.1%+1.0pp |
| Annual return | 14.23% | 23.92%-9.7pp | 24.52%-10.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,016 | $2,318-13.0% | $2,954-31.7% | $2,551-21.0% |
| Participant deferral / active EE | $6,214 | $4,224+47.1% | $5,098+21.9% | $4,139+50.1% |
| Admin fee / account holder | $3,122 | $9,013-65.4% | $12,098-74.2% | $7,234-56.8% |