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 | $121,133 | $74,927+61.7% | $101,794+19.0% | $84,808+42.8% |
| Participation rate | 59.3% | 61.4%-2.1pp | 69.2%-9.9pp | 68.3%-9.1pp |
| Annual return | 15.60% | 18.70%-3.1pp | 30.53%-14.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,837 | $1,522+20.7% | $2,289-19.7% | $2,631-30.2% |
| Participant deferral / active EE | $10,561 | $3,099+240.8% | $4,084+158.6% | $4,212+150.8% |
| Admin fee / account holder | $8,970 | $6,514+37.7% | $8,777+2.2% | $7,344+22.1% |