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 | $180,320 | $89,753+100.9% | $107,525+67.7% | $84,808+112.6% |
| Participation rate | 60.9% | 68.1%-7.2pp | 75.1%-14.2pp | 68.3%-7.4pp |
| Annual return | 20.44% | 29.48%-9.0pp | 181.32%-160.9pp | 40.90%-20.5pp |
| Employer contribution / active EE | $2,756 | $3,113-11.5% | $3,754-26.6% | $2,631+4.7% |
| Participant deferral / active EE | $8,097 | $4,056+99.6% | $5,116+58.3% | $4,212+92.2% |
| Admin fee / account holder | $8,217 | $7,222+13.8% | $8,919-7.9% | $7,344+11.9% |