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 | $131,464 | $74,927+75.5% | $101,794+29.1% | $84,808+55.0% |
| Participation rate | 60.8% | 61.4%-0.6pp | 69.2%-8.4pp | 68.3%-7.5pp |
| Annual return | 19.01% | 18.70%+0.3pp | 30.53%-11.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,133 | $1,522+40.1% | $2,289-6.8% | $2,631-18.9% |
| Participant deferral / active EE | $5,550 | $3,099+79.1% | $4,084+35.9% | $4,212+31.8% |
| Admin fee / account holder | $3,763 | $6,514-42.2% | $8,777-57.1% | $7,344-48.8% |