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 | $116,062 | $68,719+68.9% | $91,541+26.8% | $84,808+36.9% |
| Participation rate | 54.4% | 64.5%-10.1pp | 69.8%-15.4pp | 68.3%-13.9pp |
| Annual return | 15.01% | 19.12%-4.1pp | 20.50%-5.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,566 | $1,920-18.5% | $2,505-37.5% | $2,631-40.5% |
| Participant deferral / active EE | $2,994 | $3,136-4.5% | $4,008-25.3% | $4,212-28.9% |
| Admin fee / account holder | $1,381 | $5,786-76.1% | $6,956-80.1% | $7,344-81.2% |