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 | $108,083 | $56,053+92.8% | $75,972+42.3% | $80,856+33.7% |
| Participation rate | 61.5% | 62.0%-0.5pp | 69.1%-7.5pp | 67.6%-6.1pp |
| Annual return | 13.29% | 20.53%-7.2pp | 359.55%-346.3pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,882 | $1,874+0.4% | $2,685-29.9% | $2,755-31.7% |
| Participant deferral / active EE | $3,246 | $3,052+6.4% | $4,255-23.7% | $4,296-24.4% |
| Admin fee / account holder | $4,686 | $5,234-10.5% | $6,467-27.5% | $6,918-32.3% |