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 | $104,769 | $67,411+55.4% | $91,001+15.1% | $70,131+49.4% |
| Participation rate | 61.9% | 71.4%-9.5pp | 75.6%-13.7pp | 69.5%-7.6pp |
| Annual return | 18.57% | -40.16%+58.7pp | 4.60%+14.0pp | 73.14%-54.6pp |
| Employer contribution / active EE | $2,483 | $1,786+39.0% | $2,456+1.1% | $2,342+6.0% |
| Participant deferral / active EE | $4,290 | $2,823+52.0% | $3,547+20.9% | $3,332+28.8% |
| Admin fee / account holder | $2,004 | $4,236-52.7% | $5,417-63.0% | $4,645-56.9% |