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 | $99,061 | $75,963+30.4% | $97,995+1.1% | $70,131+41.3% |
| Participation rate | 53.4% | 77.0%-23.6pp | 82.4%-29.0pp | 69.5%-16.1pp |
| Annual return | 14.55% | 19.26%-4.7pp | 23.94%-9.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,132 | $3,278-65.5% | $4,158-72.8% | $2,342-51.7% |
| Participant deferral / active EE | $2,779 | $4,053-31.4% | $5,097-45.5% | $3,332-16.6% |
| Admin fee / account holder | $1,092 | $5,407-79.8% | $5,943-81.6% | $4,645-76.5% |