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 | $114,407 | $87,733+30.4% | $106,548+7.4% | $85,850+33.3% |
| Participation rate | 68.8% | 71.9%-3.2pp | 76.1%-7.4pp | 69.3%-0.6pp |
| Annual return | 12.71% | 21.86%-9.1pp | 26.80%-14.1pp | 318.53%-305.8pp |
| Employer contribution / active EE | $1,012 | $2,073-51.2% | $2,819-64.1% | $2,565-60.5% |
| Participant deferral / active EE | $2,097 | $3,469-39.6% | $4,398-52.3% | $3,952-46.9% |
| Admin fee / account holder | $8,372 | $6,767+23.7% | $7,407+13.0% | $6,260+33.7% |