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 | $131,163 | $79,944+64.1% | $98,439+33.2% | $75,163+74.5% |
| Participation rate | 68.3% | 70.4%-2.1pp | 75.2%-6.9pp | 67.2%+1.1pp |
| Annual return | 14.88% | 19.75%-4.9pp | 21.16%-6.3pp | 160.62%-145.7pp |
| Employer contribution / active EE | $2,282 | $2,264+0.8% | $3,048-25.1% | $2,670-14.5% |
| Participant deferral / active EE | $6,610 | $3,752+76.2% | $4,738+39.5% | $4,125+60.2% |
| Admin fee / account holder | $60,664 | $6,840+786.9% | $8,948+578.0% | $5,651+973.5% |