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 | $109,898 | $72,277+52.1% | $101,248+8.5% | $79,858+37.6% |
| Participation rate | 62.1% | 68.5%-6.4pp | 75.8%-13.7pp | 69.6%-7.6pp |
| Annual return | 13.19% | 22.30%-9.1pp | 46.47%-33.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,953 | $2,692-27.4% | $3,660-46.6% | $2,471-20.9% |
| Participant deferral / active EE | $5,415 | $3,282+65.0% | $4,370+23.9% | $3,740+44.8% |
| Admin fee / account holder | $679 | $4,400-84.6% | $5,945-88.6% | $5,306-87.2% |