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 | $110,384 | $81,460+35.5% | $103,333+6.8% | $80,856+36.5% |
| Participation rate | 61.9% | 66.8%-4.9pp | 74.5%-12.6pp | 67.6%-5.7pp |
| Annual return | 11.87% | 25.55%-13.7pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,706 | $3,105-12.8% | $3,868-30.0% | $2,755-1.8% |
| Participant deferral / active EE | $5,374 | $3,869+38.9% | $5,057+6.3% | $4,296+25.1% |
| Admin fee / account holder | $2,084 | $6,566-68.3% | $8,355-75.1% | $6,918-69.9% |