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 | $81,757 | $54,705+49.4% | $71,209+14.8% | $84,808-3.6% |
| Participation rate | 48.4% | 64.1%-15.6pp | 73.8%-25.3pp | 68.3%-19.9pp |
| Annual return | 15.64% | 35.90%-20.3pp | 282.51%-266.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,707 | $2,158-20.9% | $2,721-37.3% | $2,631-35.1% |
| Participant deferral / active EE | $2,017 | $3,030-33.4% | $4,175-51.7% | $4,212-52.1% |
| Admin fee / account holder | $4,995 | $4,863+2.7% | $5,349-6.6% | $7,344-32.0% |