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 | $76,942 | $58,512+31.5% | $84,015-8.4% | $72,985+5.4% |
| Participation rate | 51.1% | 61.2%-10.1pp | 69.0%-17.9pp | 69.5%-18.4pp |
| Annual return | 21.49% | 28.93%-7.4pp | 71.31%-49.8pp | 81.00%-59.5pp |
| Employer contribution / active EE | $2,012 | $1,163+73.0% | $1,983+1.4% | $2,440-17.5% |
| Participant deferral / active EE | $3,576 | $2,394+49.4% | $3,239+10.4% | $3,607-0.9% |
| Admin fee / account holder | $474 | $4,569-89.6% | $6,101-92.2% | $5,124-90.8% |