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 | $114,552 | $81,446+40.6% | $103,374+10.8% | $80,874+41.6% |
| Participation rate | 61.8% | 66.9%-5.1pp | 74.5%-12.7pp | 67.6%-5.9pp |
| Annual return | 15.09% | 25.57%-10.5pp | 24.89%-9.8pp | 35.62%-20.5pp |
| Employer contribution / active EE | $2,072 | $3,107-33.3% | $3,869-46.4% | $2,756-24.8% |
| Participant deferral / active EE | $4,754 | $3,870+22.8% | $5,058-6.0% | $4,297+10.6% |
| Admin fee / account holder | $3,852 | $6,715-42.6% | $8,394-54.1% | $6,935-44.5% |