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 | $105,675 | $51,638+104.6% | $68,368+54.6% | $82,448+28.2% |
| Participation rate | 31.8% | 63.6%-31.8pp | 73.8%-41.9pp | 68.1%-36.2pp |
| Annual return | 19.45% | 37.53%-18.1pp | 292.57%-273.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,572 | $2,047-23.2% | $2,649-40.7% | $2,551-38.4% |
| Participant deferral / active EE | $2,604 | $2,914-10.6% | $4,123-36.8% | $4,139-37.1% |
| Admin fee / account holder | $7,049 | $4,643+51.8% | $5,150+36.9% | $7,234-2.6% |