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 | $102,207 | $78,976+29.4% | $100,383+1.8% | $74,546+37.1% |
| Participation rate | 56.0% | 79.5%-23.4pp | 81.5%-25.5pp | 67.2%-11.2pp |
| Annual return | 18.35% | 20.62%-2.3pp | 49.26%-30.9pp | 1366.03%-1347.7pp |
| Employer contribution / active EE | $2,039 | $3,019-32.5% | $3,944-48.3% | $2,624-22.3% |
| Participant deferral / active EE | $4,110 | $7,758-47.0% | $8,086-49.2% | $4,347-5.5% |
| Admin fee / account holder | $2,012 | $1,330+51.3% | $7,900-74.5% | $1,944+3.5% |