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 | $124,089 | $73,933+67.8% | $96,683+28.3% | $75,163+65.1% |
| Participation rate | 61.8% | 66.4%-4.7pp | 74.3%-12.6pp | 67.2%-5.4pp |
| Annual return | 14.62% | 26.70%-12.1pp | 35.69%-21.1pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,558 | $2,928-12.6% | $3,737-31.6% | $2,670-4.2% |
| Participant deferral / active EE | $4,139 | $3,659+13.1% | $4,878-15.2% | $4,125+0.3% |
| Admin fee / account holder | $4,675 | $5,216-10.4% | $6,730-30.5% | $5,651-17.3% |