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 | $104,608 | $96,484+8.4% | $156,263-33.1% | $74,304+40.8% |
| Participation rate | 29.7% | 67.7%-38.0pp | 78.9%-49.2pp | 60.3%-30.7pp |
| Annual return | 18.35% | 17.73%+0.6pp | 59.47%-41.1pp | 29.43%-11.1pp |
| Employer contribution / active EE | $1,355 | $2,528-46.4% | $4,333-68.7% | $2,241-39.5% |
| Participant deferral / active EE | $2,568 | $4,286-40.1% | $6,158-58.3% | $3,767-31.8% |
| Admin fee / account holder | $5,811 | $3,728+55.9% | $14,255-59.2% | $2,969+95.7% |