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 | $67,894+70.9% | $89,340+29.9% | $82,448+40.8% |
| Participation rate | 54.4% | 64.0%-9.6pp | 69.6%-15.2pp | 68.1%-13.7pp |
| Annual return | 15.01% | 19.21%-4.2pp | 20.57%-5.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,566 | $1,828-14.3% | $2,231-29.8% | $2,551-38.6% |
| Participant deferral / active EE | $2,994 | $3,072-2.6% | $3,823-21.7% | $4,139-27.7% |
| Admin fee / account holder | $1,381 | $5,723-75.9% | $6,704-79.4% | $7,234-80.9% |