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 | $105,800 | $53,127+99.1% | $86,590+22.2% | $70,131+50.9% |
| Participation rate | 47.5% | 65.3%-17.8pp | 73.5%-26.0pp | 69.5%-22.0pp |
| Annual return | 16.59% | 27.66%-11.1pp | 964.84%-948.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,878 | $2,068-9.2% | $2,839-33.9% | $2,342-19.8% |
| Participant deferral / active EE | $2,998 | $2,696+11.2% | $3,609-16.9% | $3,332-10.0% |
| Admin fee / account holder | $3,102 | $3,585-13.5% | $4,906-36.8% | $4,645-33.2% |