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 | $105,706 | $60,022+76.1% | $88,946+18.8% | $84,808+24.6% |
| Participation rate | 67.9% | 57.8%+10.0pp | 68.8%-1.0pp | 68.3%-0.5pp |
| Annual return | 14.99% | 22.43%-7.4pp | 57.82%-42.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,651 | $1,703-3.0% | $2,555-35.4% | $2,631-37.2% |
| Participant deferral / active EE | $3,729 | $3,114+19.8% | $4,581-18.6% | $4,212-11.5% |
| Admin fee / account holder | $2,371 | $4,811-50.7% | $8,261-71.3% | $7,344-67.7% |