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 | $118,135 | $68,719+71.9% | $91,541+29.1% | $84,808+39.3% |
| Participation rate | 63.2% | 64.5%-1.3pp | 69.8%-6.6pp | 68.3%-5.2pp |
| Annual return | 14.21% | 19.12%-4.9pp | 20.50%-6.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,231 | $1,920+16.2% | $2,505-10.9% | $2,631-15.2% |
| Participant deferral / active EE | $4,653 | $3,136+48.4% | $4,008+16.1% | $4,212+10.5% |
| Admin fee / account holder | $16,462 | $5,786+184.5% | $6,956+136.6% | $7,344+124.2% |