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 | $126,362 | $72,492+74.3% | $87,100+45.1% | $72,985+73.1% |
| Participation rate | 65.6% | 72.8%-7.2pp | 76.9%-11.2pp | 69.5%-3.9pp |
| Annual return | 16.19% | 24.46%-8.3pp | 28.19%-12.0pp | 81.00%-64.8pp |
| Employer contribution / active EE | $4,271 | $1,894+125.5% | $2,521+69.4% | $2,440+75.1% |
| Participant deferral / active EE | $5,177 | $3,270+58.3% | $4,049+27.9% | $3,607+43.5% |
| Admin fee / account holder | $6,627 | $5,055+31.1% | $7,497-11.6% | $5,124+29.3% |