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 | $119,094 | $63,764+86.8% | $81,930+45.4% | $79,858+49.1% |
| Participation rate | 62.5% | 67.5%-5.0pp | 72.0%-9.5pp | 69.6%-7.1pp |
| Annual return | 17.10% | 22.66%-5.6pp | 29.49%-12.4pp | 31.71%-14.6pp |
| Employer contribution / active EE | $2,127 | $1,795+18.5% | $4,310-50.6% | $2,471-13.9% |
| Participant deferral / active EE | $3,978 | $2,780+43.1% | $7,107-44.0% | $3,740+6.4% |
| Admin fee / account holder | $14,935 | $4,426+237.4% | $5,158+189.5% | $5,306+181.5% |