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 | $100,207 | $88,707+13.0% | $74,183+35.1% | $273,961-63.4% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 8.43% | 11.94%-3.5pp | 17.74%-9.3pp | 41.45%-33.0pp |
| Employer contribution / active EE | $5,192 | $3,159+64.3% | $2,370+119.1% | $4,869+6.6% |
| Participant deferral / active EE | $7,921 | $4,212+88.1% | $3,550+123.2% | $5,287+49.8% |
| Admin fee / account holder | $3,405 | $8,717-60.9% | $5,586-39.0% | $10,132-66.4% |