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 | $120,248 | $68,719+75.0% | $91,541+31.4% | $84,808+41.8% |
| Participation rate | 44.8% | 64.5%-19.7pp | 69.8%-25.0pp | 68.3%-23.5pp |
| Annual return | 22.07% | 19.12%+2.9pp | 20.50%+1.6pp | 40.90%-18.8pp |
| Employer contribution / active EE | $1,779 | $1,920-7.3% | $2,505-29.0% | $2,631-32.4% |
| Participant deferral / active EE | $3,526 | $3,136+12.5% | $4,008-12.0% | $4,212-16.3% |
| Admin fee / account holder | $3,611 | $5,786-37.6% | $6,956-48.1% | $7,344-50.8% |