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 | $119,682 | $73,933+61.9% | $96,683+23.8% | $75,163+59.2% |
| Participation rate | 61.3% | 66.4%-5.1pp | 74.3%-13.1pp | 67.2%-5.9pp |
| Annual return | 14.62% | 26.70%-12.1pp | 35.69%-21.1pp | 160.62%-146.0pp |
| Employer contribution / active EE | $4,056 | $2,928+38.5% | $3,737+8.5% | $2,670+51.9% |
| Participant deferral / active EE | $4,833 | $3,659+32.1% | $4,878-0.9% | $4,125+17.1% |
| Admin fee / account holder | $9,287 | $5,216+78.0% | $6,730+38.0% | $5,651+64.3% |