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 | $108,006 | $81,460+32.6% | $103,333+4.5% | $80,856+33.6% |
| Participation rate | 51.1% | 66.8%-15.7pp | 74.5%-23.4pp | 67.6%-16.5pp |
| Annual return | 15.64% | 25.55%-9.9pp | 24.88%-9.2pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,390 | $3,105-55.2% | $3,868-64.1% | $2,755-49.5% |
| Participant deferral / active EE | $3,034 | $3,869-21.6% | $5,057-40.0% | $4,296-29.4% |
| Admin fee / account holder | $5,795 | $6,566-11.8% | $8,355-30.6% | $6,918-16.2% |