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 | $122,422 | $74,927+63.4% | $101,794+20.3% | $84,808+44.4% |
| Participation rate | 20.3% | 61.4%-41.1pp | 69.2%-48.8pp | 68.3%-48.0pp |
| Annual return | 19.27% | 18.70%+0.6pp | 30.53%-11.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $581 | $1,522-61.8% | $2,289-74.6% | $2,631-77.9% |
| Participant deferral / active EE | $2,593 | $3,099-16.3% | $4,084-36.5% | $4,212-38.4% |
| Admin fee / account holder | $1,425 | $6,514-78.1% | $8,777-83.8% | $7,344-80.6% |