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 | $98,894 | $80,968+22.1% | $96,544+2.4% | $75,163+31.6% |
| Participation rate | 56.1% | 71.8%-15.7pp | 76.0%-19.9pp | 67.2%-11.1pp |
| Annual return | 20.64% | 27.06%-6.4pp | 25.84%-5.2pp | 160.62%-140.0pp |
| Employer contribution / active EE | $1,481 | $2,282-35.1% | $2,965-50.1% | $2,670-44.5% |
| Participant deferral / active EE | $3,154 | $3,928-19.7% | $4,851-35.0% | $4,125-23.5% |
| Admin fee / account holder | $7,039 | $6,724+4.7% | $8,252-14.7% | $5,651+24.6% |