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 | $112,837 | $45,035+150.6% | $62,995+79.1% | $70,131+60.9% |
| Participation rate | 44.6% | 69.5%-24.9pp | 74.8%-30.2pp | 69.5%-24.9pp |
| Annual return | 14.38% | 18.76%-4.4pp | 87.57%-73.2pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,279 | $2,051-37.6% | $2,759-53.6% | $2,342-45.4% |
| Participant deferral / active EE | $3,047 | $2,465+23.6% | $3,329-8.5% | $3,332-8.5% |
| Admin fee / account holder | $6,119 | $2,834+115.9% | $3,600+70.0% | $4,645+31.7% |