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 | $121,704 | $84,556+43.9% | $116,228+4.7% | $74,304+63.8% |
| Participation rate | 64.8% | 66.0%-1.2pp | 74.6%-9.7pp | 60.3%+4.5pp |
| Annual return | 20.40% | 18.35%+2.1pp | 90.06%-69.7pp | 29.43%-9.0pp |
| Employer contribution / active EE | $1,551 | $2,168-28.4% | $2,994-48.2% | $2,241-30.8% |
| Participant deferral / active EE | $4,369 | $3,814+14.6% | $4,953-11.8% | $3,767+16.0% |
| Admin fee / account holder | $4,875 | $3,792+28.6% | $11,989-59.3% | $2,969+64.2% |