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 | $121,210 | $54,762+121.3% | $90,281+34.3% | $72,985+66.1% |
| Participation rate | 55.8% | 65.1%-9.3pp | 73.3%-17.4pp | 69.5%-13.6pp |
| Annual return | 19.83% | 30.63%-10.8pp | 78.10%-58.3pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,966 | $2,092-6.1% | $2,854-31.1% | $2,440-19.4% |
| Participant deferral / active EE | $2,476 | $2,887-14.2% | $3,885-36.3% | $3,607-31.4% |
| Admin fee / account holder | $3,208 | $3,972-19.2% | $5,351-40.0% | $5,124-37.4% |