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 | $47,479+155.6% | $62,929+92.8% | $82,448+47.2% |
| Participation rate | 60.5% | 66.9%-6.4pp | 73.1%-12.6pp | 68.1%-7.6pp |
| Annual return | 14.84% | 20.34%-5.5pp | 1063.93%-1049.1pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,824 | $1,885-3.3% | $2,505-27.2% | $2,551-28.5% |
| Participant deferral / active EE | $3,638 | $2,870+26.7% | $3,888-6.4% | $4,139-12.1% |
| Admin fee / account holder | $5,973 | $3,804+57.0% | $5,065+17.9% | $7,234-17.4% |