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 | $97,060 | $63,299+53.3% | $91,001+6.7% | $62,292+55.8% |
| Participation rate | 63.2% | 73.3%-10.1pp | 75.6%-12.4pp | 69.5%-6.3pp |
| Annual return | 18.45% | 20.99%-2.5pp | 4.60%+13.9pp | 28.90%-10.4pp |
| Employer contribution / active EE | $1,860 | $1,807+3.0% | $2,456-24.2% | $2,042-8.9% |
| Participant deferral / active EE | $3,311 | $2,943+12.5% | $3,547-6.7% | $3,169+4.5% |
| Admin fee / account holder | $4,306 | $468+820.7% | $5,417-20.5% | $479+798.2% |