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 | $118,875 | $72,492+64.0% | $87,100+36.5% | $72,985+62.9% |
| Participation rate | 66.0% | 72.8%-6.8pp | 76.9%-10.8pp | 69.5%-3.4pp |
| Annual return | 21.06% | 24.46%-3.4pp | 28.19%-7.1pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,529 | $1,894-19.3% | $2,521-39.4% | $2,440-37.3% |
| Participant deferral / active EE | $4,291 | $3,270+31.3% | $4,049+6.0% | $3,607+19.0% |
| Admin fee / account holder | $9,700 | $5,055+91.9% | $7,497+29.4% | $5,124+89.3% |