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 | $106,451 | $71,050+49.8% | $93,606+13.7% | $80,856+31.7% |
| Participation rate | 63.4% | 60.4%+3.0pp | 68.7%-5.3pp | 67.6%-4.2pp |
| Annual return | 17.57% | 11.26%+6.3pp | 133.20%-115.6pp | 35.59%-18.0pp |
| Employer contribution / active EE | $1,559 | $1,564-0.3% | $2,420-35.6% | $2,755-43.4% |
| Participant deferral / active EE | $3,508 | $4,034-13.0% | $4,411-20.5% | $4,296-18.3% |
| Admin fee / account holder | $5,345 | $6,945-23.0% | $8,285-35.5% | $6,918-22.7% |