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 | $109,911 | $79,944+37.5% | $98,439+11.7% | $75,163+46.2% |
| Participation rate | 64.4% | 70.4%-6.0pp | 75.2%-10.8pp | 67.2%-2.8pp |
| Annual return | 13.69% | 19.75%-6.1pp | 21.16%-7.5pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,718 | $2,264-24.1% | $3,048-43.6% | $2,670-35.6% |
| Participant deferral / active EE | $4,248 | $3,752+13.2% | $4,738-10.3% | $4,125+3.0% |
| Admin fee / account holder | $8,806 | $6,840+28.7% | $8,948-1.6% | $5,651+55.8% |