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 | $101,153 | $73,933+36.8% | $96,683+4.6% | $75,163+34.6% |
| Participation rate | 52.6% | 66.4%-13.8pp | 74.3%-21.7pp | 67.2%-14.6pp |
| Annual return | 16.41% | 26.70%-10.3pp | 35.69%-19.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,799 | $2,928-38.5% | $3,737-51.8% | $2,670-32.6% |
| Participant deferral / active EE | $3,882 | $3,659+6.1% | $4,878-20.4% | $4,125-5.9% |
| Admin fee / account holder | $1,582 | $5,216-69.7% | $6,730-76.5% | $5,651-72.0% |