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 | $126,571 | $95,453+32.6% | $112,040+13.0% | $82,448+53.5% |
| Participation rate | 54.0% | 72.8%-18.8pp | 76.5%-22.5pp | 68.1%-14.1pp |
| Annual return | 17.85% | 23.92%-6.1pp | 24.52%-6.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $2,038 | $2,318-12.1% | $2,954-31.0% | $2,551-20.1% |
| Participant deferral / active EE | $4,334 | $4,224+2.6% | $5,098-15.0% | $4,139+4.7% |
| Admin fee / account holder | $899 | $9,013-90.0% | $12,098-92.6% | $7,234-87.6% |