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 | $108,892 | $73,787+47.6% | $98,716+10.3% | $82,448+32.1% |
| Participation rate | 64.4% | 61.4%+3.0pp | 69.3%-4.9pp | 68.1%-3.7pp |
| Annual return | 16.07% | 18.57%-2.5pp | 31.81%-15.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,348 | $1,511-10.8% | $2,279-40.8% | $2,551-47.2% |
| Participant deferral / active EE | $4,188 | $3,081+35.9% | $4,048+3.5% | $4,139+1.2% |
| Admin fee / account holder | $2,687 | $6,500-58.7% | $8,703-69.1% | $7,234-62.9% |