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 | $133,745 | $87,870+52.2% | $113,168+18.2% | $74,304+80.0% |
| Participation rate | 60.7% | 70.7%-10.0pp | 76.6%-15.9pp | 60.3%+0.4pp |
| Annual return | 18.76% | 26.44%-7.7pp | 24.27%-5.5pp | 29.43%-10.7pp |
| Employer contribution / active EE | $1,880 | $2,277-17.4% | $2,975-36.8% | $2,241-16.1% |
| Participant deferral / active EE | $4,540 | $4,241+7.1% | $5,107-11.1% | $3,767+20.5% |
| Admin fee / account holder | $391 | $3,368-88.4% | $12,068-96.8% | $2,969-86.8% |