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 | $144,260 | $95,453+51.1% | $112,040+28.8% | $82,448+75.0% |
| Participation rate | 65.9% | 72.8%-6.8pp | 76.5%-10.6pp | 68.1%-2.2pp |
| Annual return | 19.07% | 23.92%-4.9pp | 24.52%-5.4pp | 41.64%-22.6pp |
| Employer contribution / active EE | $2,180 | $2,318-5.9% | $2,954-26.2% | $2,551-14.5% |
| Participant deferral / active EE | $5,390 | $4,224+27.6% | $5,098+5.7% | $4,139+30.2% |
| Admin fee / account holder | $2,743 | $9,013-69.6% | $12,098-77.3% | $7,234-62.1% |