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 | $85,011 | $48,076+76.8% | $78,689+8.0% | $62,891+35.2% |
| Participation rate | 58.3% | 65.2%-6.9pp | 73.6%-15.2pp | 69.3%-11.0pp |
| Annual return | 7.05% | 31.35%-24.3pp | 62.18%-55.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,019 | $2,015+0.2% | $2,851-29.2% | $2,281-11.5% |
| Participant deferral / active EE | $4,516 | $2,588+74.5% | $3,517+28.4% | $3,203+41.0% |
| Admin fee / account holder | $11,356 | $3,207+254.1% | $4,510+151.8% | $4,296+164.4% |