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 | $103,809 | $73,787+40.7% | $98,716+5.2% | $82,448+25.9% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 14.73% | 18.57%-3.8pp | 31.81%-17.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,155 | $1,511-23.6% | $2,279-49.3% | $2,551-54.7% |
| Participant deferral / active EE | $5,410 | $3,081+75.6% | $4,048+33.7% | $4,139+30.7% |
| Admin fee / account holder | $9,056 | $6,500+39.3% | $8,703+4.1% | $7,234+25.2% |