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 | $109,884 | $77,634+41.5% | $156,549-29.8% | $62,891+74.7% |
| Participation rate | 68.2% | 71.2%-3.0pp | 84.0%-15.8pp | 69.3%-1.1pp |
| Annual return | 6.57% | 50.32%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,453 | $3,444-28.8% | $5,501-55.4% | $2,281+7.6% |
| Participant deferral / active EE | $3,621 | $3,045+18.9% | $4,871-25.7% | $3,203+13.0% |
| Admin fee / account holder | $4,591 | $5,561-17.5% | $13,027-64.8% | $4,296+6.9% |