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 | $99,385 | $71,050+39.9% | $93,606+6.2% | $80,856+22.9% |
| Participation rate | 44.2% | 60.4%-16.2pp | 68.7%-24.5pp | 67.6%-23.5pp |
| Annual return | 16.12% | 11.26%+4.9pp | 133.20%-117.1pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,574 | $1,564+0.7% | $2,420-34.9% | $2,755-42.9% |
| Participant deferral / active EE | $2,664 | $4,034-34.0% | $4,411-39.6% | $4,296-38.0% |
| Admin fee / account holder | $791 | $6,945-88.6% | $8,285-90.5% | $6,918-88.6% |