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 | $102,030 | $53,127+92.0% | $86,590+17.8% | $70,131+45.5% |
| Participation rate | 63.9% | 65.3%-1.4pp | 73.5%-9.7pp | 69.5%-5.7pp |
| Annual return | 14.24% | 27.66%-13.4pp | 964.84%-950.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,859 | $2,068-10.1% | $2,839-34.5% | $2,342-20.6% |
| Participant deferral / active EE | $2,485 | $2,696-7.8% | $3,609-31.2% | $3,332-25.4% |
| Admin fee / account holder | $9,386 | $3,585+161.8% | $4,906+91.3% | $4,645+102.0% |