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 | $100,525 | $65,685+53.0% | $57,179+75.8% | $273,961-63.3% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 5.83% | 21.99%-16.2pp | 14.59%-8.8pp | 41.45%-35.6pp |
| Employer contribution / active EE | $2,955 | $3,279-9.9% | $2,682+10.2% | $4,869-39.3% |
| Participant deferral / active EE | $7,026 | $3,782+85.8% | $3,096+126.9% | $5,287+32.9% |
| Admin fee / account holder | $423 | $4,835-91.3% | $3,139-86.5% | $10,132-95.8% |