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 | $123,444 | $86,286+43.1% | $111,297+10.9% | $85,850+43.8% |
| Participation rate | 69.8% | 73.3%-3.5pp | 77.3%-7.5pp | 69.3%+0.5pp |
| Annual return | 14.57% | 19.99%-5.4pp | 54.65%-40.1pp | 318.53%-304.0pp |
| Employer contribution / active EE | $1,306 | $2,043-36.1% | $2,731-52.2% | $2,565-49.1% |
| Participant deferral / active EE | $4,851 | $3,641+33.2% | $4,487+8.1% | $3,952+22.8% |
| Admin fee / account holder | $3,257 | $8,188-60.2% | $7,964-59.1% | $6,260-48.0% |