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 | $99,104 | $71,050+39.5% | $93,606+5.9% | $80,856+22.6% |
| Participation rate | 37.3% | 60.4%-23.1pp | 68.7%-31.4pp | 67.6%-30.3pp |
| Annual return | 17.18% | 11.26%+5.9pp | 133.20%-116.0pp | 35.59%-18.4pp |
| Employer contribution / active EE | $1,567 | $1,564+0.2% | $2,420-35.2% | $2,755-43.1% |
| Participant deferral / active EE | $3,107 | $4,034-23.0% | $4,411-29.6% | $4,296-27.7% |
| Admin fee / account holder | $1,427 | $6,945-79.5% | $8,285-82.8% | $6,918-79.4% |