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 | $77,506 | $39,122+98.1% | $57,179+35.6% | $62,891+23.2% |
| Participation rate | 44.3% | 70.5%-26.2pp | 75.3%-31.0pp | 69.3%-25.0pp |
| Annual return | 12.00% | 9.23%+2.8pp | 14.59%-2.6pp | 20.14%-8.1pp |
| Employer contribution / active EE | $1,113 | $1,874-40.6% | $2,682-58.5% | $2,281-51.2% |
| Participant deferral / active EE | $979 | $2,374-58.8% | $3,096-68.4% | $3,203-69.4% |
| Admin fee / account holder | $3,010 | $2,592+16.1% | $3,139-4.1% | $4,296-29.9% |