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 | $140,080 | $95,803+46.2% | $113,168+23.8% | $84,808+65.2% |
| Participation rate | 66.0% | 72.9%-6.9pp | 76.6%-10.6pp | 68.3%-2.3pp |
| Annual return | 16.16% | 25.00%-8.8pp | 24.27%-8.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,385 | $2,360-41.3% | $2,975-53.4% | $2,631-47.4% |
| Participant deferral / active EE | $3,214 | $4,242-24.2% | $5,107-37.1% | $4,212-23.7% |
| Admin fee / account holder | $3,351 | $8,989-62.7% | $12,068-72.2% | $7,344-54.4% |