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 | $60,022+80.9% | $88,946+22.1% | $84,808+28.0% |
| Participation rate | 47.2% | 57.8%-10.6pp | 68.8%-21.6pp | 68.3%-21.1pp |
| Annual return | 21.10% | 22.43%-1.3pp | 57.82%-36.7pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,505 | $1,703-11.6% | $2,555-41.1% | $2,631-42.8% |
| Participant deferral / active EE | $3,928 | $3,114+26.1% | $4,581-14.3% | $4,212-6.7% |
| Admin fee / account holder | $5,469 | $4,811+13.7% | $8,261-33.8% | $7,344-25.5% |