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 | $136,806 | $95,803+42.8% | $113,168+20.9% | $84,808+61.3% |
| Participation rate | 68.0% | 72.9%-4.9pp | 76.6%-8.6pp | 68.3%-0.3pp |
| Annual return | 18.54% | 25.00%-6.5pp | 24.27%-5.7pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,988 | $2,360+26.6% | $2,975+0.4% | $2,631+13.6% |
| Participant deferral / active EE | $4,137 | $4,242-2.5% | $5,107-19.0% | $4,212-1.8% |
| Admin fee / account holder | $2,886 | $8,989-67.9% | $12,068-76.1% | $7,344-60.7% |