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 | $107,735 | $72,277+49.1% | $101,248+6.4% | $79,858+34.9% |
| Participation rate | 57.6% | 68.5%-10.8pp | 75.8%-18.2pp | 69.6%-12.0pp |
| Annual return | 10.85% | 22.30%-11.4pp | 46.47%-35.6pp | 31.71%-20.9pp |
| Employer contribution / active EE | $2,486 | $2,692-7.6% | $3,660-32.1% | $2,471+0.6% |
| Participant deferral / active EE | $5,419 | $3,282+65.1% | $4,370+24.0% | $3,740+44.9% |
| Admin fee / account holder | $11,744 | $4,400+166.9% | $5,945+97.5% | $5,306+121.3% |