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 | $98,228 | $72,277+35.9% | $101,248-3.0% | $79,858+23.0% |
| Participation rate | 62.1% | 68.5%-6.4pp | 75.8%-13.7pp | 69.6%-7.6pp |
| Annual return | 31.53% | 22.30%+9.2pp | 46.47%-14.9pp | 31.71%-0.2pp |
| Employer contribution / active EE | $1,379 | $2,692-48.7% | $3,660-62.3% | $2,471-44.2% |
| Participant deferral / active EE | $2,112 | $3,282-35.6% | $4,370-51.7% | $3,740-43.5% |
| Admin fee / account holder | $5,308 | $4,400+20.6% | $5,945-10.7% | $5,3060% |