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 | $91,316 | $52,279+74.7% | $89,391+2.2% | $79,858+14.3% |
| Participation rate | 36.6% | 57.5%-20.9pp | 68.0%-31.4pp | 69.6%-33.0pp |
| Annual return | 11.85% | 22.16%-10.3pp | 245.62%-233.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,355 | $1,572-13.8% | $2,586-47.6% | $2,471-45.2% |
| Participant deferral / active EE | $2,893 | $2,740+5.6% | $3,890-25.6% | $3,740-22.7% |
| Admin fee / account holder | $4,829 | $3,356+43.9% | $4,881-1.1% | $5,306-9.0% |