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 | $109,315 | $57,065+91.6% | $75,670+44.5% | $70,131+55.9% |
| Participation rate | 59.6% | 68.1%-8.5pp | 72.3%-12.8pp | 69.5%-10.0pp |
| Annual return | 22.39% | 23.57%-1.2pp | 27.34%-5.0pp | 73.14%-50.8pp |
| Employer contribution / active EE | $1,403 | $1,817-22.8% | $2,352-40.3% | $2,342-40.1% |
| Participant deferral / active EE | $3,535 | $2,580+37.0% | $3,142+12.5% | $3,332+6.1% |
| Admin fee / account holder | $3,289 | $3,825-14.0% | $5,800-43.3% | $4,645-29.2% |