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 | $111,918 | $64,480+73.6% | $81,382+37.5% | $80,856+38.4% |
| Participation rate | 62.5% | 63.9%-1.4pp | 69.5%-7.0pp | 67.6%-5.1pp |
| Annual return | 14.29% | 16.34%-2.0pp | 24.73%-10.4pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,127 | $1,978-43.0% | $2,463-54.2% | $2,755-59.1% |
| Participant deferral / active EE | $3,560 | $3,094+15.1% | $3,883-8.3% | $4,296-17.1% |
| Admin fee / account holder | $46,343 | $5,671+717.2% | $5,768+703.4% | $6,918+569.9% |