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 | $133,557 | $89,753+48.8% | $107,525+24.2% | $84,808+57.5% |
| Participation rate | 61.9% | 68.1%-6.2pp | 75.1%-13.2pp | 68.3%-6.4pp |
| Annual return | 14.42% | 29.48%-15.1pp | 181.32%-166.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,971 | $3,113-36.7% | $3,754-47.5% | $2,631-25.1% |
| Participant deferral / active EE | $4,458 | $4,056+9.9% | $5,116-12.9% | $4,212+5.9% |
| Admin fee / account holder | $6,377 | $7,222-11.7% | $8,919-28.5% | $7,344-13.2% |