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 | $108,318 | $109,413-1.0% | $156,263-30.7% | $84,808+27.7% |
| Participation rate | 59.1% | 72.7%-13.6pp | 78.9%-19.8pp | 68.3%-9.2pp |
| Annual return | 26.48% | 20.18%+6.3pp | 59.47%-33.0pp | 40.90%-14.4pp |
| Employer contribution / active EE | $4,227 | $2,907+45.4% | $4,333-2.4% | $2,631+60.7% |
| Participant deferral / active EE | $6,415 | $4,590+39.8% | $6,158+4.2% | $4,212+52.3% |
| Admin fee / account holder | $4,380 | $9,357-53.2% | $14,255-69.3% | $7,344-40.4% |