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 | $94,505 | $58,208+62.4% | $81,812+15.5% | $80,856+16.9% |
| Participation rate | 59.4% | 63.4%-4.0pp | 72.3%-13.0pp | 67.6%-8.3pp |
| Annual return | 17.99% | 41.66%-23.7pp | 773.79%-755.8pp | 35.59%-17.6pp |
| Employer contribution / active EE | $2,290 | $2,340-2.1% | $2,912-21.4% | $2,755-16.9% |
| Participant deferral / active EE | $1,264 | $3,281-61.5% | $4,319-70.7% | $4,296-70.6% |
| Admin fee / account holder | $5,112 | $4,981+2.6% | $7,386-30.8% | $6,918-26.1% |