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 | $136,479 | $73,787+85.0% | $98,716+38.3% | $82,448+65.5% |
| Participation rate | 66.7% | 61.4%+5.3pp | 69.3%-2.6pp | 68.1%-1.4pp |
| Annual return | 16.63% | 18.57%-1.9pp | 31.81%-15.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,472 | $1,511-2.6% | $2,279-35.4% | $2,551-42.3% |
| Participant deferral / active EE | $4,232 | $3,081+37.3% | $4,048+4.5% | $4,139+2.2% |
| Admin fee / account holder | $4,172 | $6,500-35.8% | $8,703-52.1% | $7,234-42.3% |