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 | $112,447 | $76,367+47.2% | $93,606+20.1% | $72,985+54.1% |
| Participation rate | 66.7% | 71.7%-5.1pp | 75.8%-9.2pp | 69.5%-2.8pp |
| Annual return | 17.99% | 25.82%-7.8pp | 32.76%-14.8pp | 81.00%-63.0pp |
| Employer contribution / active EE | $1,323 | $2,275-41.9% | $2,718-51.3% | $2,440-45.8% |
| Participant deferral / active EE | $5,292 | $3,538+49.6% | $4,069+30.1% | $3,607+46.7% |
| Admin fee / account holder | $37,279 | $6,838+445.2% | $7,888+372.6% | $5,124+627.5% |