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 | $108,573 | $57,590+88.5% | $86,233+25.9% | $82,448+31.7% |
| Participation rate | 47.2% | 57.9%-10.6pp | 69.0%-21.8pp | 68.1%-20.8pp |
| Annual return | 21.10% | 22.41%-1.3pp | 61.39%-40.3pp | 41.64%-20.5pp |
| Employer contribution / active EE | $1,505 | $1,655-9.1% | $2,504-39.9% | $2,551-41.0% |
| Participant deferral / active EE | $3,928 | $3,080+27.5% | $4,559-13.9% | $4,139-5.1% |
| Admin fee / account holder | $5,469 | $4,730+15.6% | $8,342-34.4% | $7,234-24.4% |