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 | $96,040 | $58,512+64.1% | $84,015+14.3% | $72,985+31.6% |
| Participation rate | 51.9% | 61.2%-9.4pp | 69.0%-17.2pp | 69.5%-17.6pp |
| Annual return | 19.94% | 28.93%-9.0pp | 71.31%-51.4pp | 81.00%-61.1pp |
| Employer contribution / active EE | $568 | $1,163-51.2% | $1,983-71.4% | $2,440-76.7% |
| Participant deferral / active EE | $1,310 | $2,394-45.3% | $3,239-59.5% | $3,607-63.7% |
| Admin fee / account holder | $4,355 | $4,569-4.7% | $6,101-28.6% | $5,124-15.0% |