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 | $113,711 | $73,787+54.1% | $98,716+15.2% | $82,448+37.9% |
| Participation rate | 60.0% | 61.4%-1.4pp | 69.3%-9.3pp | 68.1%-8.1pp |
| Annual return | 14.27% | 18.57%-4.3pp | 31.81%-17.5pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,008 | $1,511+32.9% | $2,279-11.9% | $2,551-21.3% |
| Participant deferral / active EE | $3,350 | $3,081+8.7% | $4,048-17.2% | $4,139-19.1% |
| Admin fee / account holder | $1,255 | $6,500-80.7% | $8,703-85.6% | $7,234-82.7% |