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 | $90,563 | $53,777+68.4% | $134,143-32.5% | $79,858+13.4% |
| Participation rate | 58.7% | 58.8%-0.1pp | 72.2%-13.5pp | 69.6%-11.0pp |
| Annual return | 18.90% | 19.01%-0.1pp | 36.33%-17.4pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1,428 | $1,321+8.1% | $3,704-61.4% | $2,471-42.2% |
| Participant deferral / active EE | $2,577 | $2,420+6.5% | $3,499-26.4% | $3,740-31.1% |
| Admin fee / account holder | $3,018 | $3,984-24.2% | $6,684-54.8% | $5,306-43.1% |