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 | $109,919 | $78,926+39.3% | $136,749-19.6% | $84,808+29.6% |
| Participation rate | 32.4% | 62.2%-29.8pp | 72.1%-39.7pp | 68.3%-35.9pp |
| Annual return | 19.12% | 18.17%+1.0pp | 24.33%-5.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,150 | $2,134-46.1% | $3,400-66.2% | $2,631-56.3% |
| Participant deferral / active EE | $1,571 | $3,168-50.4% | $4,692-66.5% | $4,212-62.7% |
| Admin fee / account holder | $5,634 | $6,369-11.5% | $11,386-50.5% | $7,344-23.3% |