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 | $105,040 | $58,523+79.5% | $99,443+5.6% | $72,985+43.9% |
| Participation rate | 66.3% | 64.6%+1.7pp | 73.8%-7.5pp | 69.5%-3.2pp |
| Annual return | 18.64% | 28.51%-9.9pp | 30.72%-12.1pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,592 | $1,512+5.3% | $2,540-37.3% | $2,440-34.7% |
| Participant deferral / active EE | $4,328 | $2,606+66.1% | $3,619+19.6% | $3,607+20.0% |
| Admin fee / account holder | $12,670 | $4,102+208.9% | $6,250+102.7% | $5,124+147.3% |