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 | $108,825-0.5% | $156,181-30.6% | $82,448+31.4% |
| Participation rate | 59.1% | 72.4%-13.3pp | 78.8%-19.7pp | 68.1%-9.0pp |
| Annual return | 26.48% | 20.59%+5.9pp | 64.87%-38.4pp | 41.64%-15.2pp |
| Employer contribution / active EE | $4,227 | $2,870+47.3% | $4,294-1.6% | $2,551+65.7% |
| Participant deferral / active EE | $6,415 | $4,577+40.1% | $6,132+4.6% | $4,139+55.0% |
| Admin fee / account holder | $4,380 | $9,341-53.1% | $14,586-70.0% | $7,234-39.5% |