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 | $101,470 | $74,927+35.4% | $101,794-0.3% | $84,808+19.6% |
| Participation rate | 45.9% | 61.4%-15.5pp | 69.2%-23.2pp | 68.3%-22.4pp |
| Annual return | 25.83% | 18.70%+7.1pp | 30.53%-4.7pp | 40.90%-15.1pp |
| Employer contribution / active EE | $1,054 | $1,522-30.7% | $2,289-53.9% | $2,631-59.9% |
| Participant deferral / active EE | $2,415 | $3,099-22.1% | $4,084-40.9% | $4,212-42.6% |
| Admin fee / account holder | $770 | $6,514-88.2% | $8,777-91.2% | $7,344-89.5% |