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 | $104,728 | $79,944+31.0% | $98,439+6.4% | $75,163+39.3% |
| Participation rate | 50.0% | 70.4%-20.4pp | 75.2%-25.2pp | 67.2%-17.2pp |
| Annual return | 17.00% | 19.75%-2.8pp | 21.16%-4.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,002 | $2,264-55.8% | $3,048-67.1% | $2,670-62.5% |
| Participant deferral / active EE | $2,102 | $3,752-44.0% | $4,738-55.6% | $4,125-49.0% |
| Admin fee / account holder | $6,795 | $6,840-0.7% | $8,948-24.1% | $5,651+20.2% |