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 | $136,065 | $79,944+70.2% | $98,439+38.2% | $75,163+81.0% |
| Participation rate | 30.6% | 70.4%-39.8pp | 75.2%-44.6pp | 67.2%-36.6pp |
| Annual return | 18.54% | 19.75%-1.2pp | 21.16%-2.6pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,356 | $2,264+4.1% | $3,048-22.7% | $2,670-11.7% |
| Participant deferral / active EE | $4,603 | $3,752+22.7% | $4,738-2.8% | $4,125+11.6% |
| Admin fee / account holder | $3,927 | $6,840-42.6% | $8,948-56.1% | $5,651-30.5% |