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 | $106,549 | $81,460+30.8% | $103,333+3.1% | $80,856+31.8% |
| Participation rate | 58.9% | 66.8%-8.0pp | 74.5%-15.6pp | 67.6%-8.7pp |
| Annual return | 13.36% | 25.55%-12.2pp | 24.88%-11.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,146 | $3,105+1.3% | $3,868-18.7% | $2,755+14.2% |
| Participant deferral / active EE | $6,286 | $3,869+62.5% | $5,057+24.3% | $4,296+46.3% |
| Admin fee / account holder | $17,251 | $6,566+162.7% | $8,355+106.5% | $6,918+149.4% |