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 | $115,700 | $76,552+51.1% | $123,892-6.6% | $62,891+84.0% |
| Participation rate | 67.3% | 73.0%-5.7pp | 81.4%-14.1pp | 69.3%-2.0pp |
| Annual return | 7.95% | 18.68%-10.7pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,791 | $2,883-37.9% | $4,617-61.2% | $2,281-21.5% |
| Participant deferral / active EE | $8,968 | $4,840+85.3% | $5,984+49.9% | $3,203+180.0% |
| Admin fee / account holder | $3,946 | $4,826-18.2% | $8,357-52.8% | $4,296-8.1% |