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 | $103,408 | $55,706+85.6% | $75,886+36.3% | $72,985+41.7% |
| Participation rate | 46.2% | 61.1%-15.0pp | 69.3%-23.1pp | 69.5%-23.3pp |
| Annual return | 24.48% | 27.59%-3.1pp | 30.76%-6.3pp | 81.00%-56.5pp |
| Employer contribution / active EE | $727 | $1,687-56.9% | $2,500-70.9% | $2,440-70.2% |
| Participant deferral / active EE | $2,611 | $2,634-0.9% | $3,603-27.5% | $3,607-27.6% |
| Admin fee / account holder | $4,404 | $3,978+10.7% | $5,418-18.7% | $5,124-14.1% |