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 | $119,384 | $106,749+11.8% | $145,433-17.9% | $82,448+44.8% |
| Participation rate | 8.3% | 75.6%-67.3pp | 82.1%-73.8pp | 68.1%-59.7pp |
| Annual return | 16.70% | 27.59%-10.9pp | 66.58%-49.9pp | 41.64%-24.9pp |
| Employer contribution / active EE | $4,246 | $3,444+23.3% | $4,554-6.8% | $2,551+66.4% |
| Participant deferral / active EE | $8,297 | $6,519+27.3% | $7,897+5.1% | $4,139+100.4% |
| Admin fee / account holder | $9,342 | $8,390+11.3% | $13,129-28.8% | $7,234+29.1% |