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 | $105,784 | $80,717+31.1% | $154,803-31.7% | $84,808+24.7% |
| Participation rate | 59.3% | 66.8%-7.6pp | 78.1%-18.8pp | 68.3%-9.1pp |
| Annual return | 20.54% | 37.96%-17.4pp | 58.88%-38.3pp | 40.90%-20.4pp |
| Employer contribution / active EE | $4,460 | $2,761+61.5% | $4,305+3.6% | $2,631+69.5% |
| Participant deferral / active EE | $4,091 | $3,303+23.9% | $5,540-26.2% | $4,212-2.9% |
| Admin fee / account holder | $8,220 | $6,746+21.9% | $14,329-42.6% | $7,344+11.9% |