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 | $131,609 | $106,749+23.3% | $145,433-9.5% | $82,448+59.6% |
| Participation rate | 67.6% | 75.6%-8.1pp | 82.1%-14.6pp | 68.1%-0.5pp |
| Annual return | 17.24% | 27.59%-10.4pp | 66.58%-49.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $3,468 | $3,444+0.7% | $4,554-23.8% | $2,551+36.0% |
| Participant deferral / active EE | $7,613 | $6,519+16.8% | $7,897-3.6% | $4,139+83.9% |
| Admin fee / account holder | $4,704 | $8,390-43.9% | $13,129-64.2% | $7,234-35.0% |