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 | $64,480+49.9% | $81,382+18.8% | $80,856+19.5% |
| Participation rate | 48.9% | 63.9%-15.0pp | 69.5%-20.6pp | 67.6%-18.7pp |
| Annual return | 15.40% | 16.34%-0.9pp | 24.73%-9.3pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,929 | $1,978-2.5% | $2,463-21.7% | $2,755-30.0% |
| Participant deferral / active EE | $3,174 | $3,094+2.6% | $3,883-18.3% | $4,296-26.1% |
| Admin fee / account holder | $1,593 | $5,671-71.9% | $5,768-72.4% | $6,918-77.0% |