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 | $106,594 | $74,927+42.3% | $101,794+4.7% | $84,808+25.7% |
| Participation rate | 58.2% | 61.4%-3.2pp | 69.2%-11.0pp | 68.3%-10.1pp |
| Annual return | 13.92% | 18.70%-4.8pp | 30.53%-16.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,216 | $1,522+111.3% | $2,289+40.5% | $2,631+22.2% |
| Participant deferral / active EE | $5,878 | $3,099+89.7% | $4,084+43.9% | $4,212+39.6% |
| Admin fee / account holder | $2,911 | $6,514-55.3% | $8,777-66.8% | $7,344-60.4% |