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 | $114,711 | $73,933+55.2% | $96,683+18.6% | $75,163+52.6% |
| Participation rate | 64.5% | 66.4%-1.9pp | 74.3%-9.8pp | 67.2%-2.7pp |
| Annual return | 16.72% | 26.70%-10.0pp | 35.69%-19.0pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,416 | $2,928-17.5% | $3,737-35.3% | $2,670-9.5% |
| Participant deferral / active EE | $3,791 | $3,659+3.6% | $4,878-22.3% | $4,125-8.1% |
| Admin fee / account holder | $1,867 | $5,216-64.2% | $6,730-72.3% | $5,651-67.0% |