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 | $107,670 | $49,915+115.7% | $154,803-30.4% | $74,304+44.9% |
| Participation rate | 53.4% | 54.0%-0.5pp | 78.1%-24.6pp | 60.3%-6.9pp |
| Annual return | 19.56% | 34.06%-14.5pp | 58.88%-39.3pp | 29.43%-9.9pp |
| Employer contribution / active EE | $1,857 | $1,611+15.2% | $4,305-56.9% | $2,241-17.1% |
| Participant deferral / active EE | $3,810 | $2,255+69.0% | $5,540-31.2% | $3,767+1.1% |
| Admin fee / account holder | $2,971 | $2,189+35.7% | $14,329-79.3% | $2,969+0.1% |