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 | $126,208 | $77,503+62.8% | $100,391+25.7% | $80,856+56.1% |
| Participation rate | 59.6% | 76.9%-17.4pp | 81.5%-21.9pp | 67.6%-8.1pp |
| Annual return | 14.86% | 37.20%-22.3pp | 49.20%-34.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,512 | $2,801-10.3% | $3,942-36.3% | $2,755-8.8% |
| Participant deferral / active EE | $4,886 | $6,820-28.4% | $8,082-39.5% | $4,296+13.7% |
| Admin fee / account holder | $6,871 | $5,897+16.5% | $7,899-13.0% | $6,918-0.7% |