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 | $108,515 | $74,927+44.8% | $101,794+6.6% | $84,808+28.0% |
| Participation rate | 31.5% | 61.4%-29.9pp | 69.2%-37.7pp | 68.3%-36.8pp |
| Annual return | 20.21% | 18.70%+1.5pp | 30.53%-10.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,150 | $1,522-24.4% | $2,289-49.8% | $2,631-56.3% |
| Participant deferral / active EE | $1,932 | $3,099-37.7% | $4,084-52.7% | $4,212-54.1% |
| Admin fee / account holder | $408 | $6,514-93.7% | $8,777-95.4% | $7,344-94.5% |