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 | $145,116 | $95,803+51.5% | $113,168+28.2% | $84,808+71.1% |
| Participation rate | 60.5% | 72.9%-12.4pp | 76.6%-16.1pp | 68.3%-7.8pp |
| Annual return | 14.61% | 25.00%-10.4pp | 24.27%-9.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,802 | $2,360-23.6% | $2,975-39.4% | $2,631-31.5% |
| Participant deferral / active EE | $3,801 | $4,242-10.4% | $5,107-25.6% | $4,212-9.7% |
| Admin fee / account holder | $693 | $8,989-92.3% | $12,068-94.3% | $7,344-90.6% |