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 | $103,731 | $65,685+57.9% | $57,179+81.4% | $273,961-62.1% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 19.49% | 21.99%-2.5pp | 14.59%+4.9pp | 41.45%-22.0pp |
| Employer contribution / active EE | $2,097 | $3,279-36.1% | $2,682-21.8% | $4,869-56.9% |
| Participant deferral / active EE | $3,623 | $3,782-4.2% | $3,096+17.0% | $5,287-31.5% |
| Admin fee / account holder | $2,052 | $4,835-57.6% | $3,139-34.6% | $10,132-79.7% |