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 | $108,454 | $45,073+140.6% | $69,455+56.1% | $72,985+48.6% |
| Participation rate | 43.7% | 68.5%-24.8pp | 74.6%-30.9pp | 69.5%-25.8pp |
| Annual return | 7.35% | 22.65%-15.3pp | 28.97%-21.6pp | 81.00%-73.6pp |
| Employer contribution / active EE | $2,876 | $2,054+40.0% | $2,779+3.5% | $2,440+17.9% |
| Participant deferral / active EE | $2,958 | $2,602+13.7% | $3,535-16.3% | $3,607-18.0% |
| Admin fee / account holder | $9,444 | $3,056+209.1% | $3,839+146.0% | $5,124+84.3% |