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 | $119,818 | $81,460+47.1% | $103,333+16.0% | $80,856+48.2% |
| Participation rate | 62.5% | 66.8%-4.3pp | 74.5%-12.0pp | 67.6%-5.1pp |
| Annual return | 11.87% | 25.55%-13.7pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,267 | $3,105-59.2% | $3,868-67.2% | $2,755-54.0% |
| Participant deferral / active EE | $3,878 | $3,869+0.2% | $5,057-23.3% | $4,296-9.7% |
| Admin fee / account holder | $3,744 | $6,566-43.0% | $8,355-55.2% | $6,918-45.9% |