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 | $124,425+14.0% | $112,040+26.6% | $137,256+3.3% |
| Participation rate | 36.8% | 79.3%-42.5pp | 76.5%-39.7pp | 80.0%-43.1pp |
| Annual return | 12.32% | 24.72%-12.4pp | 24.52%-12.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $3,967 | $3,411+16.3% | $2,954+34.3% | $4,156-4.6% |
| Participant deferral / active EE | $3,408 | $5,718-40.4% | $5,098-33.1% | $6,407-46.8% |
| Admin fee / account holder | $15,814 | $15,207+4.0% | $12,098+30.7% | $12,270+28.9% |