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 | $134,664 | $77,503+73.8% | $100,391+34.1% | $80,856+66.5% |
| Participation rate | 56.3% | 76.9%-20.7pp | 81.5%-25.2pp | 67.6%-11.4pp |
| Annual return | 13.79% | 37.20%-23.4pp | 49.20%-35.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,525 | $2,801-45.5% | $3,942-61.3% | $2,755-44.6% |
| Participant deferral / active EE | $3,119 | $6,820-54.3% | $8,082-61.4% | $4,296-27.4% |
| Admin fee / account holder | $8,705 | $5,897+47.6% | $7,899+10.2% | $6,918+25.8% |