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 | $81,053 | $60,349+34.3% | $74,183+9.3% | $62,891+28.9% |
| Participation rate | 63.6% | 72.7%-9.1pp | 76.6%-13.0pp | 69.3%-5.7pp |
| Annual return | 14.15% | 21.37%-7.2pp | 17.74%-3.6pp | 20.14%-6.0pp |
| Employer contribution / active EE | $1,089 | $1,680-35.2% | $2,370-54.1% | $2,281-52.3% |
| Participant deferral / active EE | $2,832 | $2,856-0.8% | $3,550-20.2% | $3,203-11.6% |
| Admin fee / account holder | $3,368 | $4,261-21.0% | $5,586-39.7% | $4,296-21.6% |