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 | $98,030 | $72,277+35.6% | $101,248-3.2% | $79,858+22.8% |
| Participation rate | 40.9% | 68.5%-27.6pp | 75.8%-34.9pp | 69.6%-28.7pp |
| Annual return | 13.42% | 22.30%-8.9pp | 46.47%-33.1pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,241 | $2,692-53.9% | $3,660-66.1% | $2,471-49.8% |
| Participant deferral / active EE | $2,464 | $3,282-24.9% | $4,370-43.6% | $3,740-34.1% |
| Admin fee / account holder | $5,103 | $4,400+16.0% | $5,945-14.2% | $5,306-3.8% |