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 | $103,067 | $65,041+58.5% | $90,951+13.3% | $79,858+29.1% |
| Participation rate | 48.9% | 61.6%-12.7pp | 69.0%-20.1pp | 69.6%-20.7pp |
| Annual return | 19.60% | 30.45%-10.8pp | 134.60%-115.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,930 | $1,247+54.8% | $2,122-9.0% | $2,471-21.9% |
| Participant deferral / active EE | $3,862 | $2,512+53.8% | $3,373+14.5% | $3,740+3.3% |
| Admin fee / account holder | $2,252 | $4,536-50.3% | $5,959-62.2% | $5,306-57.6% |