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 | $179,481 | $136,307+31.7% | $106,619+68.3% | $273,961-34.5% |
| Participation rate | 66.7% | 84.8%-18.1pp | 78.0%-11.3pp | 83.0%-16.3pp |
| Annual return | 10.46% | 11.05%-0.6pp | 9.42%+1.0pp | 41.45%-31.0pp |
| Employer contribution / active EE | $3,533 | $5,190-31.9% | $3,947-10.5% | $4,869-27.4% |
| Participant deferral / active EE | $12,329 | $4,969+148.1% | $3,930+213.7% | $5,287+133.2% |
| Admin fee / account holder | $4,287 | $8,625-50.3% | $6,418-33.2% | $10,132-57.7% |