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 | $141,297 | $95,803+47.5% | $113,168+24.9% | $84,808+66.6% |
| Participation rate | 62.2% | 72.9%-10.7pp | 76.6%-14.4pp | 68.3%-6.1pp |
| Annual return | 16.74% | 25.00%-8.3pp | 24.27%-7.5pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,080 | $2,360+30.5% | $2,975+3.5% | $2,631+17.0% |
| Participant deferral / active EE | $5,851 | $4,242+37.9% | $5,107+14.6% | $4,212+38.9% |
| Admin fee / account holder | $6,620 | $8,989-26.4% | $12,068-45.1% | $7,344-9.9% |