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 | $103,109 | $80,968+27.3% | $96,544+6.8% | $75,163+37.2% |
| Participation rate | 63.6% | 71.8%-8.1pp | 76.0%-12.3pp | 67.2%-3.6pp |
| Annual return | 17.95% | 27.06%-9.1pp | 25.84%-7.9pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,036 | $2,282-10.8% | $2,965-31.3% | $2,670-23.8% |
| Participant deferral / active EE | $4,229 | $3,928+7.7% | $4,851-12.8% | $4,125+2.5% |
| Admin fee / account holder | $2,405 | $6,724-64.2% | $8,252-70.9% | $5,651-57.4% |