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 | $141,832 | $127,065+11.6% | $113,168+25.3% | $142,382-0.4% |
| Participation rate | 36.8% | 79.2%-42.4pp | 76.6%-39.7pp | 80.1%-43.3pp |
| Annual return | 12.32% | 24.03%-11.7pp | 24.27%-12.0pp | 217.08%-204.8pp |
| Employer contribution / active EE | $3,967 | $3,442+15.2% | $2,975+33.3% | $4,299-7.7% |
| Participant deferral / active EE | $3,408 | $5,716-40.4% | $5,107-33.3% | $6,507-47.6% |
| Admin fee / account holder | $15,814 | $15,736+0.5% | $12,068+31.0% | $12,624+25.3% |