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 | $120,176 | $109,413+9.8% | $156,263-23.1% | $84,808+41.7% |
| Participation rate | 65.6% | 72.7%-7.1pp | 78.9%-13.3pp | 68.3%-2.7pp |
| Annual return | 14.66% | 20.18%-5.5pp | 59.47%-44.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,949 | $2,907-32.9% | $4,333-55.0% | $2,631-25.9% |
| Participant deferral / active EE | $7,919 | $4,590+72.5% | $6,158+28.6% | $4,212+88.0% |
| Admin fee / account holder | $9,498 | $9,357+1.5% | $14,255-33.4% | $7,344+29.3% |