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 | $117,904 | $74,927+57.4% | $101,794+15.8% | $84,808+39.0% |
| Participation rate | 55.6% | 61.4%-5.8pp | 69.2%-13.6pp | 68.3%-12.8pp |
| Annual return | 18.95% | 18.70%+0.2pp | 30.53%-11.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,282 | $1,522-15.7% | $2,289-44.0% | $2,631-51.3% |
| Participant deferral / active EE | $2,602 | $3,099-16.0% | $4,084-36.3% | $4,212-38.2% |
| Admin fee / account holder | $1,025 | $6,514-84.3% | $8,777-88.3% | $7,344-86.0% |