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 | $107,833 | $58,512+84.3% | $84,015+28.3% | $72,985+47.7% |
| Participation rate | 27.4% | 61.2%-33.8pp | 69.0%-41.6pp | 69.5%-42.1pp |
| Annual return | 19.12% | 28.93%-9.8pp | 71.31%-52.2pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,297 | $1,163+11.6% | $1,983-34.6% | $2,440-46.8% |
| Participant deferral / active EE | $2,760 | $2,394+15.3% | $3,239-14.8% | $3,607-23.5% |
| Admin fee / account holder | $2,478 | $4,569-45.8% | $6,101-59.4% | $5,124-51.6% |