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 | $114,212 | $53,777+112.4% | $134,143-14.9% | $79,858+43.0% |
| Participation rate | 51.7% | 58.8%-7.0pp | 72.2%-20.4pp | 69.6%-17.9pp |
| Annual return | 10.80% | 19.01%-8.2pp | 36.33%-25.5pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,413 | $1,321+7.0% | $3,704-61.8% | $2,471-42.8% |
| Participant deferral / active EE | $2,637 | $2,420+9.0% | $3,499-24.6% | $3,740-29.5% |
| Admin fee / account holder | $1,809 | $3,984-54.6% | $6,684-72.9% | $5,306-65.9% |