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 | $132,276 | $80,968+63.4% | $96,544+37.0% | $75,163+76.0% |
| Participation rate | 66.1% | 71.8%-5.7pp | 76.0%-9.9pp | 67.2%-1.1pp |
| Annual return | 16.47% | 27.06%-10.6pp | 25.84%-9.4pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,455 | $2,282+7.6% | $2,965-17.2% | $2,670-8.0% |
| Participant deferral / active EE | $3,555 | $3,928-9.5% | $4,851-26.7% | $4,125-13.8% |
| Admin fee / account holder | $13,137 | $6,724+95.4% | $8,252+59.2% | $5,651+132.5% |