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 | $118,791 | $94,625+25.5% | $116,228+2.2% | $84,808+40.1% |
| Participation rate | 52.8% | 70.4%-17.6pp | 74.6%-21.7pp | 68.3%-15.5pp |
| Annual return | 15.07% | 20.40%-5.3pp | 90.06%-75.0pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,798 | $2,347+19.2% | $2,994-6.6% | $2,631+6.4% |
| Participant deferral / active EE | $2,933 | $3,972-26.2% | $4,953-40.8% | $4,212-30.4% |
| Admin fee / account holder | $3,979 | $10,091-60.6% | $11,989-66.8% | $7,344-45.8% |