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 | $85,956 | $54,762+57.0% | $90,281-4.8% | $72,985+17.8% |
| Participation rate | 37.7% | 65.1%-27.4pp | 73.3%-35.5pp | 69.5%-31.8pp |
| Annual return | 20.47% | 30.63%-10.2pp | 78.10%-57.6pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,292 | $2,092-38.3% | $2,854-54.7% | $2,440-47.0% |
| Participant deferral / active EE | $2,783 | $2,887-3.6% | $3,885-28.4% | $3,607-22.8% |
| Admin fee / account holder | $1,761 | $3,972-55.7% | $5,351-67.1% | $5,124-65.6% |