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 | $148,236 | $81,460+82.0% | $103,333+43.5% | $80,856+83.3% |
| Participation rate | 46.9% | 66.8%-19.9pp | 74.5%-27.6pp | 67.6%-20.7pp |
| Annual return | 19.14% | 25.55%-6.4pp | 24.88%-5.7pp | 35.59%-16.5pp |
| Employer contribution / active EE | $2,356 | $3,105-24.1% | $3,868-39.1% | $2,755-14.5% |
| Participant deferral / active EE | $4,457 | $3,869+15.2% | $5,057-11.9% | $4,296+3.7% |
| Admin fee / account holder | $8,493 | $6,566+29.3% | $8,355+1.7% | $6,918+22.8% |