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 | $132,457 | $95,803+38.3% | $113,168+17.0% | $84,808+56.2% |
| Participation rate | 66.3% | 72.9%-6.6pp | 76.6%-10.3pp | 68.3%-2.0pp |
| Annual return | 13.02% | 25.00%-12.0pp | 24.27%-11.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,598 | $2,360-32.3% | $2,975-46.3% | $2,631-39.3% |
| Participant deferral / active EE | $4,756 | $4,242+12.1% | $5,107-6.9% | $4,212+12.9% |
| Admin fee / account holder | $25,875 | $8,989+187.9% | $12,068+114.4% | $7,344+252.3% |