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 | $120,901 | $95,803+26.2% | $113,168+6.8% | $84,808+42.6% |
| Participation rate | 64.3% | 72.9%-8.6pp | 76.6%-12.3pp | 68.3%-4.0pp |
| Annual return | 12.87% | 25.00%-12.1pp | 24.27%-11.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,596 | $2,360+10.0% | $2,975-12.7% | $2,631-1.3% |
| Participant deferral / active EE | $4,220 | $4,242-0.5% | $5,107-17.4% | $4,212+0.2% |
| Admin fee / account holder | $19,060 | $8,989+112.0% | $12,068+57.9% | $7,344+159.5% |