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 | $120,031 | $108,825+10.3% | $156,181-23.1% | $82,448+45.6% |
| Participation rate | 64.5% | 72.4%-7.9pp | 78.8%-14.3pp | 68.1%-3.6pp |
| Annual return | 16.58% | 20.59%-4.0pp | 64.87%-48.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $3,217 | $2,870+12.1% | $4,294-25.1% | $2,551+26.1% |
| Participant deferral / active EE | $6,354 | $4,577+38.8% | $6,132+3.6% | $4,139+53.5% |
| Admin fee / account holder | $5,894 | $9,341-36.9% | $14,586-59.6% | $7,234-18.5% |