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 | $119,966 | $95,803+25.2% | $113,168+6.0% | $84,808+41.5% |
| Participation rate | 40.5% | 72.9%-32.4pp | 76.6%-36.1pp | 68.3%-27.8pp |
| Annual return | 19.53% | 25.00%-5.5pp | 24.27%-4.7pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,858 | $2,360-21.3% | $2,975-37.5% | $2,631-29.4% |
| Participant deferral / active EE | $4,449 | $4,242+4.9% | $5,107-12.9% | $4,212+5.6% |
| Admin fee / account holder | $15,244 | $8,989+69.6% | $12,068+26.3% | $7,344+107.6% |