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 | $94,961 | $65,365+45.3% | $92,893+2.2% | $72,985+30.1% |
| Participation rate | 46.8% | 68.3%-21.6pp | 76.0%-29.3pp | 69.5%-22.7pp |
| Annual return | 20.80% | 42.10%-21.3pp | 109.41%-88.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,169 | $2,594-54.9% | $3,653-68.0% | $2,440-52.1% |
| Participant deferral / active EE | $2,500 | $3,128-20.1% | $4,236-41.0% | $3,607-30.7% |
| Admin fee / account holder | $2,059 | $4,251-51.6% | $5,794-64.5% | $5,124-59.8% |