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 | $129,487 | $80,717+60.4% | $154,803-16.4% | $84,808+52.7% |
| Participation rate | 67.7% | 66.8%+0.9pp | 78.1%-10.4pp | 68.3%-0.6pp |
| Annual return | 18.12% | 37.96%-19.8pp | 58.88%-40.8pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,677 | $2,761-3.1% | $4,305-37.8% | $2,631+1.7% |
| Participant deferral / active EE | $3,588 | $3,303+8.6% | $5,540-35.2% | $4,212-14.8% |
| Admin fee / account holder | $1,904 | $6,746-71.8% | $14,329-86.7% | $7,344-74.1% |