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 | $72,093 | $54,762+31.6% | $90,281-20.1% | $72,985-1.2% |
| Participation rate | 48.8% | 65.1%-16.3pp | 73.3%-24.4pp | 69.5%-20.6pp |
| Annual return | 21.35% | 30.63%-9.3pp | 78.10%-56.7pp | 81.00%-59.7pp |
| Employer contribution / active EE | $2,280 | $2,092+9.0% | $2,854-20.1% | $2,440-6.5% |
| Participant deferral / active EE | $3,761 | $2,887+30.3% | $3,885-3.2% | $3,607+4.3% |
| Admin fee / account holder | $2,464 | $3,972-38.0% | $5,351-54.0% | $5,124-51.9% |