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 | $108,304 | $79,944+35.5% | $98,439+10.0% | $75,163+44.1% |
| Participation rate | 65.9% | 70.4%-4.5pp | 75.2%-9.3pp | 67.2%-1.3pp |
| Annual return | 15.92% | 19.75%-3.8pp | 21.16%-5.2pp | 160.62%-144.7pp |
| Employer contribution / active EE | $667 | $2,264-70.5% | $3,048-78.1% | $2,670-75.0% |
| Participant deferral / active EE | $2,964 | $3,752-21.0% | $4,738-37.4% | $4,125-28.2% |
| Admin fee / account holder | $11,786 | $6,840+72.3% | $8,948+31.7% | $5,651+108.6% |