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 | $101,176 | $55,706+81.6% | $75,886+33.3% | $72,985+38.6% |
| Participation rate | 36.4% | 61.1%-24.8pp | 69.3%-32.9pp | 69.5%-33.1pp |
| Annual return | 29.72% | 27.59%+2.1pp | 30.76%-1.0pp | 81.00%-51.3pp |
| Employer contribution / active EE | $1,004 | $1,687-40.5% | $2,500-59.9% | $2,440-58.9% |
| Participant deferral / active EE | $2,938 | $2,634+11.5% | $3,603-18.5% | $3,607-18.6% |
| Admin fee / account holder | $637 | $3,978-84.0% | $5,418-88.2% | $5,124-87.6% |