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 | $108,228 | $88,672+22.1% | $105,223+2.9% | $82,448+31.3% |
| Participation rate | 67.5% | 67.9%-0.4pp | 75.0%-7.5pp | 68.1%-0.5pp |
| Annual return | 15.13% | 30.86%-15.7pp | 180.65%-165.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $3,132 | $3,048+2.8% | $3,689-15.1% | $2,551+22.8% |
| Participant deferral / active EE | $5,277 | $4,036+30.7% | $5,072+4.0% | $4,139+27.5% |
| Admin fee / account holder | $1,453 | $7,146-79.7% | $8,859-83.6% | $7,234-79.9% |