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 | $126,456 | $58,851+114.9% | $115,157+9.8% | $72,985+73.3% |
| Participation rate | 69.9% | 65.5%+4.3pp | 75.9%-6.0pp | 69.5%+0.4pp |
| Annual return | 22.74% | 23.16%-0.4pp | 35.60%-12.9pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,433 | $1,798-20.3% | $3,179-54.9% | $2,440-41.3% |
| Participant deferral / active EE | $2,509 | $2,643-5.0% | $4,168-39.8% | $3,607-30.4% |
| Admin fee / account holder | $10,022 | $6,370+57.3% | $7,088+41.4% | $5,124+95.6% |