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 | $126,936 | $95,453+33.0% | $112,040+13.3% | $82,448+54.0% |
| Participation rate | 69.8% | 72.8%-3.0pp | 76.5%-6.7pp | 68.1%+1.7pp |
| Annual return | 15.98% | 23.92%-7.9pp | 24.52%-8.5pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,535 | $2,318-33.8% | $2,954-48.0% | $2,551-39.8% |
| Participant deferral / active EE | $4,241 | $4,224+0.4% | $5,098-16.8% | $4,139+2.5% |
| Admin fee / account holder | $20,724 | $9,013+129.9% | $12,098+71.3% | $7,234+186.5% |