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 | $96,658 | $64,517+49.8% | $81,438+18.7% | $80,874+19.5% |
| Participation rate | 48.9% | 63.9%-15.0pp | 69.5%-20.6pp | 67.6%-18.8pp |
| Annual return | 15.40% | 16.35%-0.9pp | 24.74%-9.3pp | 35.62%-20.2pp |
| Employer contribution / active EE | $1,929 | $1,982-2.7% | $2,460-21.6% | $2,756-30.0% |
| Participant deferral / active EE | $3,174 | $3,096+2.5% | $3,883-18.3% | $4,297-26.1% |
| Admin fee / account holder | $1,593 | $5,677-71.9% | $5,764-72.4% | $6,935-77.0% |