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 | $80,306 | $63,299+26.9% | $91,001-11.8% | $62,292+28.9% |
| Participation rate | 69.0% | 73.3%-4.3pp | 75.6%-6.6pp | 69.5%-0.5pp |
| Annual return | 16.88% | 20.99%-4.1pp | 4.60%+12.3pp | 28.90%-12.0pp |
| Employer contribution / active EE | $1,832 | $1,807+1.4% | $2,456-25.4% | $2,042-10.3% |
| Participant deferral / active EE | $3,993 | $2,943+35.7% | $3,547+12.6% | $3,169+26.0% |
| Admin fee / account holder | $6,117 | $468+1208.0% | $5,417+12.9% | $479+1176.1% |