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 | $111,042 | $48,076+131.0% | $78,689+41.1% | $62,891+76.6% |
| Participation rate | 61.9% | 65.2%-3.3pp | 73.6%-11.7pp | 69.3%-7.4pp |
| Annual return | 7.15% | 31.35%-24.2pp | 62.18%-55.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,947 | $2,015-3.4% | $2,851-31.7% | $2,281-14.6% |
| Participant deferral / active EE | $3,332 | $2,588+28.7% | $3,517-5.3% | $3,203+4.0% |
| Admin fee / account holder | $16,484 | $3,207+414.0% | $4,510+265.5% | $4,296+283.8% |