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 | $101,499 | $68,719+47.7% | $91,541+10.9% | $84,808+19.7% |
| Participation rate | 54.6% | 64.5%-9.9pp | 69.8%-15.1pp | 68.3%-13.7pp |
| Annual return | 15.93% | 19.12%-3.2pp | 20.50%-4.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,451 | $1,920-24.4% | $2,505-42.1% | $2,631-44.8% |
| Participant deferral / active EE | $3,049 | $3,136-2.8% | $4,008-23.9% | $4,212-27.6% |
| Admin fee / account holder | $3,404 | $5,786-41.2% | $6,956-51.1% | $7,344-53.6% |