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 | $137,804 | $86,929+58.5% | $102,423+34.5% | $80,856+70.4% |
| Participation rate | 65.4% | 72.4%-7.0pp | 76.5%-11.1pp | 67.6%-2.3pp |
| Annual return | 18.12% | 18.88%-0.8pp | 29.32%-11.2pp | 35.59%-17.5pp |
| Employer contribution / active EE | $1,669 | $2,369-29.6% | $3,023-44.8% | $2,755-39.4% |
| Participant deferral / active EE | $4,531 | $4,118+10.0% | $5,053-10.3% | $4,296+5.5% |
| Admin fee / account holder | $7,306 | $8,049-9.2% | $9,451-22.7% | $6,918+5.6% |