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 | $134,035 | $89,753+49.3% | $107,525+24.7% | $84,808+58.0% |
| Participation rate | 65.4% | 68.1%-2.7pp | 75.1%-9.7pp | 68.3%-2.9pp |
| Annual return | 21.64% | 29.48%-7.8pp | 181.32%-159.7pp | 40.90%-19.3pp |
| Employer contribution / active EE | $3,125 | $3,113+0.4% | $3,754-16.8% | $2,631+18.8% |
| Participant deferral / active EE | $7,736 | $4,056+90.7% | $5,116+51.2% | $4,212+83.7% |
| Admin fee / account holder | $7,611 | $7,222+5.4% | $8,919-14.7% | $7,344+3.6% |