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 | $127,701 | $65,365+95.4% | $92,893+37.5% | $72,985+75.0% |
| Participation rate | 58.3% | 68.3%-10.0pp | 76.0%-17.7pp | 69.5%-11.2pp |
| Annual return | 20.30% | 42.10%-21.8pp | 109.41%-89.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,818 | $2,594-29.9% | $3,653-50.2% | $2,440-25.5% |
| Participant deferral / active EE | $2,522 | $3,128-19.4% | $4,236-40.5% | $3,607-30.1% |
| Admin fee / account holder | $2,571 | $4,251-39.5% | $5,794-55.6% | $5,124-49.8% |