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 | $116,719 | $66,098+76.6% | $101,794+14.7% | $74,304+57.1% |
| Participation rate | 52.9% | 53.8%-0.8pp | 69.2%-16.2pp | 60.3%-7.4pp |
| Annual return | 18.87% | 19.59%-0.7pp | 30.53%-11.7pp | 29.43%-10.6pp |
| Employer contribution / active EE | $2,419 | $1,082+123.7% | $2,289+5.7% | $2,241+7.9% |
| Participant deferral / active EE | $4,652 | $2,781+67.3% | $4,084+13.9% | $3,767+23.5% |
| Admin fee / account holder | $7,858 | $4,146+89.5% | $8,777-10.5% | $2,969+164.7% |