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 | $109,881+8.6% | $150,045-20.4% | $84,808+40.8% |
| Participation rate | 8.3% | 76.1%-67.8pp | 82.3%-74.0pp | 68.3%-60.0pp |
| Annual return | 16.70% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $4,246 | $3,561+19.2% | $4,693-9.5% | $2,631+61.4% |
| Participant deferral / active EE | $8,297 | $6,636+25.0% | $7,997+3.7% | $4,212+97.0% |
| Admin fee / account holder | $9,342 | $8,568+9.0% | $13,435-30.5% | $7,344+27.2% |