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 | $106,834 | $74,927+42.6% | $101,794+5.0% | $84,808+26.0% |
| Participation rate | 57.6% | 61.4%-3.8pp | 69.2%-11.6pp | 68.3%-10.7pp |
| Annual return | 19.05% | 18.70%+0.3pp | 30.53%-11.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,636 | $1,522+7.5% | $2,289-28.5% | $2,631-37.8% |
| Participant deferral / active EE | $4,470 | $3,099+44.2% | $4,084+9.4% | $4,212+6.1% |
| Admin fee / account holder | $1,694 | $6,514-74.0% | $8,777-80.7% | $7,344-76.9% |