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 | $110,958 | $81,460+36.2% | $103,333+7.4% | $80,856+37.2% |
| Participation rate | 63.2% | 66.8%-3.7pp | 74.5%-11.4pp | 67.6%-4.5pp |
| Annual return | 11.89% | 25.55%-13.7pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $3,349 | $3,105+7.8% | $3,868-13.4% | $2,755+21.6% |
| Participant deferral / active EE | $6,683 | $3,869+72.7% | $5,057+32.1% | $4,296+55.6% |
| Admin fee / account holder | $29,862 | $6,566+354.8% | $8,355+257.4% | $6,918+331.7% |