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 | $117,020 | $72,012+62.5% | $185,823-37.0% | $79,858+46.5% |
| Participation rate | 62.0% | 65.8%-3.8pp | 78.0%-16.0pp | 69.6%-7.6pp |
| Annual return | 14.99% | 23.12%-8.1pp | 35.95%-21.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,471 | $1,965+25.8% | $4,087-39.5% | $2,4710% |
| Participant deferral / active EE | $5,501 | $3,779+45.6% | $5,632-2.3% | $3,740+47.1% |
| Admin fee / account holder | $6,954 | $4,513+54.1% | $9,500-26.8% | $5,306+31.1% |