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 | $95,803+32.5% | $113,168+12.2% | $84,808+49.7% |
| Participation rate | 69.8% | 72.9%-3.1pp | 76.6%-6.8pp | 68.3%+1.5pp |
| Annual return | 15.98% | 25.00%-9.0pp | 24.27%-8.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,535 | $2,360-35.0% | $2,975-48.4% | $2,631-41.7% |
| Participant deferral / active EE | $4,241 | $4,2420% | $5,107-17.0% | $4,212+0.7% |
| Admin fee / account holder | $20,724 | $8,989+130.5% | $12,068+71.7% | $7,344+182.2% |