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 | $121,019 | $78,926+53.3% | $136,749-11.5% | $84,808+42.7% |
| Participation rate | 50.8% | 62.2%-11.4pp | 72.1%-21.3pp | 68.3%-17.5pp |
| Annual return | 15.60% | 18.17%-2.6pp | 24.33%-8.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,176 | $2,134+2.0% | $3,400-36.0% | $2,631-17.3% |
| Participant deferral / active EE | $4,493 | $3,168+41.8% | $4,692-4.2% | $4,212+6.7% |
| Admin fee / account holder | $2,542 | $6,369-60.1% | $11,386-77.7% | $7,344-65.4% |