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 | $98,703 | $48,046+105.4% | $84,611+16.7% | $72,985+35.2% |
| Participation rate | 52.7% | 57.6%-4.9pp | 68.2%-15.5pp | 69.5%-16.8pp |
| Annual return | 20.83% | 37.38%-16.6pp | 258.74%-237.9pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,614 | $1,602+0.8% | $2,652-39.1% | $2,440-33.9% |
| Participant deferral / active EE | $3,348 | $2,680+24.9% | $3,899-14.1% | $3,607-7.2% |
| Admin fee / account holder | $1,891 | $3,395-44.3% | $4,912-61.5% | $5,124-63.1% |