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 | $121,090 | $95,803+26.4% | $113,168+7.0% | $84,808+42.8% |
| Participation rate | 64.6% | 72.9%-8.3pp | 76.6%-12.0pp | 68.3%-3.7pp |
| Annual return | 16.83% | 25.00%-8.2pp | 24.27%-7.4pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,257 | $2,360+38.0% | $2,975+9.5% | $2,631+23.8% |
| Participant deferral / active EE | $7,773 | $4,242+83.2% | $5,107+52.2% | $4,212+84.6% |
| Admin fee / account holder | $2,326 | $8,989-74.1% | $12,068-80.7% | $7,344-68.3% |