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 | $95,592 | $74,927+27.6% | $101,794-6.1% | $84,808+12.7% |
| Participation rate | 45.7% | 61.4%-15.8pp | 69.2%-23.5pp | 68.3%-22.7pp |
| Annual return | 15.47% | 18.70%-3.2pp | 30.53%-15.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,784 | $1,522+17.3% | $2,289-22.0% | $2,631-32.2% |
| Participant deferral / active EE | $2,708 | $3,099-12.6% | $4,084-33.7% | $4,212-35.7% |
| Admin fee / account holder | $14,000 | $6,514+114.9% | $8,777+59.5% | $7,344+90.6% |