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 | $92,833 | $59,839+55.1% | $81,983+13.2% | $79,858+16.2% |
| Participation rate | 36.0% | 61.6%-25.6pp | 69.2%-33.2pp | 69.6%-33.6pp |
| Annual return | 13.87% | 17.56%-3.7pp | 41.31%-27.4pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,350 | $1,713-21.2% | $2,498-46.0% | $2,471-45.4% |
| Participant deferral / active EE | $2,491 | $2,695-7.6% | $3,722-33.1% | $3,740-33.4% |
| Admin fee / account holder | $323 | $4,287-92.5% | $5,664-94.3% | $5,306-93.9% |