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 | $116,399 | $94,031+23.8% | $115,768+0.5% | $82,448+41.2% |
| Participation rate | 69.0% | 70.4%-1.4pp | 74.4%-5.3pp | 68.1%+1.0pp |
| Annual return | 13.48% | 20.61%-7.1pp | 100.46%-87.0pp | 41.64%-28.2pp |
| Employer contribution / active EE | $2,238 | $2,323-3.7% | $2,940-23.9% | $2,551-12.3% |
| Participant deferral / active EE | $4,810 | $3,972+21.1% | $4,917-2.2% | $4,139+16.2% |
| Admin fee / account holder | $11,740 | $10,249+14.5% | $12,439-5.6% | $7,234+62.3% |