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 | $110,557 | $68,719+60.9% | $91,541+20.8% | $84,808+30.4% |
| Participation rate | 61.3% | 64.5%-3.3pp | 69.8%-8.5pp | 68.3%-7.1pp |
| Annual return | 14.68% | 19.12%-4.4pp | 20.50%-5.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,099 | $1,920+9.3% | $2,505-16.2% | $2,631-20.2% |
| Participant deferral / active EE | $4,539 | $3,136+44.8% | $4,008+13.3% | $4,212+7.8% |
| Admin fee / account holder | $10,368 | $5,786+79.2% | $6,956+49.0% | $7,344+41.2% |