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 | $94,602 | $52,580+79.9% | $71,671+32.0% | $70,131+34.9% |
| Participation rate | 32.1% | 60.9%-28.7pp | 68.7%-36.6pp | 69.5%-37.4pp |
| Annual return | 23.53% | 20.25%+3.3pp | 20.65%+2.9pp | 73.14%-49.6pp |
| Employer contribution / active EE | $1,106 | $1,616-31.5% | $2,460-55.0% | $2,342-52.8% |
| Participant deferral / active EE | $2,913 | $2,386+22.1% | $3,438-15.3% | $3,332-12.6% |
| Admin fee / account holder | $4,496 | $3,653+23.1% | $5,558-19.1% | $4,645-3.2% |