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 | $121,337 | $48,795+148.7% | $65,493+85.3% | $84,808+43.1% |
| Participation rate | 60.5% | 67.0%-6.5pp | 73.1%-12.6pp | 68.3%-7.8pp |
| Annual return | 14.84% | 20.20%-5.4pp | 982.45%-967.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,824 | $1,930-5.5% | $2,574-29.2% | $2,631-30.7% |
| Participant deferral / active EE | $3,638 | $2,928+24.2% | $3,961-8.2% | $4,212-13.6% |
| Admin fee / account holder | $5,973 | $3,877+54.1% | $5,028+18.8% | $7,344-18.7% |