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 | $130,384 | $95,453+36.6% | $112,040+16.4% | $82,448+58.1% |
| Participation rate | 68.3% | 72.8%-4.5pp | 76.5%-8.2pp | 68.1%+0.2pp |
| Annual return | 16.22% | 23.92%-7.7pp | 24.52%-8.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,504 | $2,318-35.1% | $2,954-49.1% | $2,551-41.0% |
| Participant deferral / active EE | $5,207 | $4,224+23.3% | $5,098+2.2% | $4,139+25.8% |
| Admin fee / account holder | $7,530 | $9,013-16.5% | $12,098-37.8% | $7,234+4.1% |