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 | $87,246 | $49,227+77.2% | $70,449+23.8% | $79,858+9.3% |
| Participation rate | 52.7% | 69.2%-16.4pp | 75.1%-22.3pp | 69.6%-16.9pp |
| Annual return | 20.18% | 30.06%-9.9pp | 109.03%-88.8pp | 31.71%-11.5pp |
| Employer contribution / active EE | $2,178 | $2,099+3.8% | $2,737-20.4% | $2,471-11.8% |
| Participant deferral / active EE | $3,391 | $2,768+22.5% | $3,709-8.6% | $3,740-9.3% |
| Admin fee / account holder | $8,518 | $2,878+195.9% | $3,845+121.5% | $5,306+60.5% |