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 | $83,151 | $47,848+73.8% | $81,478+2.1% | $70,131+18.6% |
| Participation rate | 54.9% | 58.3%-3.4pp | 68.0%-13.1pp | 69.5%-14.6pp |
| Annual return | 19.37% | 27.25%-7.9pp | 38.78%-19.4pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,489 | $1,527-2.5% | $2,568-42.0% | $2,342-36.5% |
| Participant deferral / active EE | $2,933 | $2,453+19.6% | $3,537-17.1% | $3,332-12.0% |
| Admin fee / account holder | $3,441 | $3,145+9.4% | $4,561-24.5% | $4,645-25.9% |