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 | $121,733 | $95,803+27.1% | $113,168+7.6% | $84,808+43.5% |
| Participation rate | 61.8% | 72.9%-11.1pp | 76.6%-14.8pp | 68.3%-6.5pp |
| Annual return | 13.55% | 25.00%-11.5pp | 24.27%-10.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,959 | $2,360-17.0% | $2,975-34.1% | $2,631-25.5% |
| Participant deferral / active EE | $4,495 | $4,242+6.0% | $5,107-12.0% | $4,212+6.7% |
| Admin fee / account holder | $8,378 | $8,989-6.8% | $12,068-30.6% | $7,344+14.1% |