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 | $112,344 | $81,460+37.9% | $103,333+8.7% | $80,856+38.9% |
| Participation rate | 43.5% | 66.8%-23.4pp | 74.5%-31.0pp | 67.6%-24.2pp |
| Annual return | 25.06% | 25.55%-0.5pp | 24.88%+0.2pp | 35.59%-10.5pp |
| Employer contribution / active EE | $3,505 | $3,105+12.9% | $3,868-9.4% | $2,755+27.2% |
| Participant deferral / active EE | $3,909 | $3,869+1.1% | $5,057-22.7% | $4,296-9.0% |
| Admin fee / account holder | $11,216 | $6,566+70.8% | $8,355+34.3% | $6,918+62.1% |