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 | $93,566 | $71,516+30.8% | $98,439-5.0% | $71,457+30.9% |
| Participation rate | 44.1% | 72.7%-28.6pp | 75.2%-31.0pp | 67.9%-23.8pp |
| Annual return | 22.23% | 32.41%-10.2pp | 21.16%+1.1pp | 28.85%-6.6pp |
| Employer contribution / active EE | $1,423 | $2,399-40.7% | $3,048-53.3% | $2,588-45.0% |
| Participant deferral / active EE | $2,486 | $4,109-39.5% | $4,738-47.5% | $4,289-42.0% |
| Admin fee / account holder | $1,679 | $1,675+0.3% | $8,948-81.2% | $1,587+5.8% |