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 | $101,202 | $54,705+85.0% | $71,209+42.1% | $84,808+19.3% |
| Participation rate | 55.0% | 64.1%-9.1pp | 73.8%-18.8pp | 68.3%-13.3pp |
| Annual return | 14.26% | 35.90%-21.6pp | 282.51%-268.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,484 | $2,158-31.2% | $2,721-45.4% | $2,631-43.6% |
| Participant deferral / active EE | $2,734 | $3,030-9.8% | $4,175-34.5% | $4,212-35.1% |
| Admin fee / account holder | $2,772 | $4,863-43.0% | $5,349-48.2% | $7,344-62.3% |