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 | $112,705 | $73,933+52.4% | $96,683+16.6% | $75,163+49.9% |
| Participation rate | 51.1% | 66.4%-15.3pp | 74.3%-23.2pp | 67.2%-16.1pp |
| Annual return | 25.43% | 26.70%-1.3pp | 35.69%-10.3pp | 160.62%-135.2pp |
| Employer contribution / active EE | $2,435 | $2,928-16.8% | $3,737-34.8% | $2,670-8.8% |
| Participant deferral / active EE | $4,596 | $3,659+25.6% | $4,878-5.8% | $4,125+11.4% |
| Admin fee / account holder | $2,432 | $5,216-53.4% | $6,730-63.9% | $5,651-57.0% |