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 | $105,164 | $72,277+45.5% | $101,248+3.9% | $79,858+31.7% |
| Participation rate | 59.3% | 68.5%-9.2pp | 75.8%-16.5pp | 69.6%-10.4pp |
| Annual return | 12.21% | 22.30%-10.1pp | 46.47%-34.3pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,009 | $2,692-62.5% | $3,660-72.4% | $2,471-59.1% |
| Participant deferral / active EE | $2,326 | $3,282-29.1% | $4,370-46.8% | $3,740-37.8% |
| Admin fee / account holder | $4,287 | $4,400-2.6% | $5,945-27.9% | $5,306-19.2% |