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 | $125,893 | $76,367+64.9% | $93,606+34.5% | $72,985+72.5% |
| Participation rate | 63.4% | 71.7%-8.3pp | 75.8%-12.4pp | 69.5%-6.1pp |
| Annual return | 20.00% | 25.82%-5.8pp | 32.76%-12.8pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,811 | $2,275-20.4% | $2,718-33.4% | $2,440-25.8% |
| Participant deferral / active EE | $3,683 | $3,538+4.1% | $4,069-9.5% | $3,607+2.1% |
| Admin fee / account holder | $13,754 | $6,838+101.1% | $7,888+74.4% | $5,124+168.4% |