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 | $97,715 | $80,717+21.1% | $154,803-36.9% | $84,808+15.2% |
| Participation rate | 68.0% | 66.8%+1.2pp | 78.1%-10.1pp | 68.3%-0.3pp |
| Annual return | 16.84% | 37.96%-21.1pp | 58.88%-42.0pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,073 | $2,761+11.3% | $4,305-28.6% | $2,631+16.8% |
| Participant deferral / active EE | $6,541 | $3,303+98.0% | $5,540+18.1% | $4,212+55.3% |
| Admin fee / account holder | $3,779 | $6,746-44.0% | $14,329-73.6% | $7,344-48.5% |