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 | $99,987 | $60,349+65.7% | $74,183+34.8% | $62,891+59.0% |
| Participation rate | 67.7% | 72.7%-5.0pp | 76.6%-8.9pp | 69.3%-1.6pp |
| Annual return | 9.62% | 21.37%-11.7pp | 17.74%-8.1pp | 20.14%-10.5pp |
| Employer contribution / active EE | $2,355 | $1,680+40.2% | $2,370-0.6% | $2,281+3.2% |
| Participant deferral / active EE | $1,572 | $2,856-45.0% | $3,550-55.7% | $3,203-50.9% |
| Admin fee / account holder | $4,239 | $4,261-0.5% | $5,586-24.1% | $4,296-1.3% |