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 | $111,956 | $65,041+72.1% | $90,951+23.1% | $79,858+40.2% |
| Participation rate | 53.8% | 61.6%-7.8pp | 69.0%-15.2pp | 69.6%-15.8pp |
| Annual return | 16.52% | 30.45%-13.9pp | 134.60%-118.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $978 | $1,247-21.6% | $2,122-53.9% | $2,471-60.4% |
| Participant deferral / active EE | $3,913 | $2,512+55.8% | $3,373+16.0% | $3,740+4.6% |
| Admin fee / account holder | $2,563 | $4,536-43.5% | $5,959-57.0% | $5,306-51.7% |