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 | $99,264 | $64,348+54.3% | $90,160+10.1% | $70,131+41.5% |
| Participation rate | 58.6% | 70.4%-11.8pp | 76.9%-18.3pp | 69.5%-10.9pp |
| Annual return | 16.05% | 28.13%-12.1pp | 34.88%-18.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $2,002 | $2,046-2.1% | $3,318-39.7% | $2,342-14.5% |
| Participant deferral / active EE | $4,111 | $4,389-6.3% | $5,288-22.2% | $3,332+23.4% |
| Admin fee / account holder | $537 | $3,944-86.4% | $5,943-91.0% | $4,645-88.4% |