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 | $121,597 | $89,753+35.5% | $107,525+13.1% | $84,808+43.4% |
| Participation rate | 63.3% | 68.1%-4.7pp | 75.1%-11.7pp | 68.3%-5.0pp |
| Annual return | 16.55% | 29.48%-12.9pp | 181.32%-164.8pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,552 | $3,113-18.0% | $3,754-32.0% | $2,631-3.0% |
| Participant deferral / active EE | $4,619 | $4,056+13.9% | $5,116-9.7% | $4,212+9.7% |
| Admin fee / account holder | $717 | $7,222-90.1% | $8,919-92.0% | $7,344-90.2% |