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 | $139,548 | $67,606+106.4% | $82,313+69.5% | $70,131+99.0% |
| Participation rate | 64.2% | 72.8%-8.6pp | 76.9%-12.7pp | 69.5%-5.4pp |
| Annual return | 17.77% | 21.57%-3.8pp | 25.88%-8.1pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,034 | $1,755-41.1% | $2,428-57.4% | $2,342-55.9% |
| Participant deferral / active EE | $3,915 | $2,987+31.1% | $3,706+5.6% | $3,332+17.5% |
| Admin fee / account holder | $14,580 | $4,512+223.1% | $5,608+160.0% | $4,645+213.9% |