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 | $111,509 | $117,983-5.5% | $101,794+9.5% | $142,382-21.7% |
| Participation rate | 54.2% | 74.2%-20.1pp | 69.2%-15.0pp | 80.1%-26.0pp |
| Annual return | 14.26% | 36.92%-22.7pp | 30.53%-16.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,142 | $2,773-22.8% | $2,289-6.4% | $4,299-50.2% |
| Participant deferral / active EE | $4,329 | $4,714-8.2% | $4,084+6.0% | $6,507-33.5% |
| Admin fee / account holder | $11,026 | $10,433+5.7% | $8,777+25.6% | $12,624-12.7% |