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 | $97,424 | $73,933+31.8% | $96,683+0.8% | $75,163+29.6% |
| Participation rate | 63.0% | 66.4%-3.4pp | 74.3%-11.3pp | 67.2%-4.1pp |
| Annual return | 16.02% | 26.70%-10.7pp | 35.69%-19.7pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,877 | $2,928-35.9% | $3,737-49.8% | $2,670-29.7% |
| Participant deferral / active EE | $4,658 | $3,659+27.3% | $4,878-4.5% | $4,125+12.9% |
| Admin fee / account holder | $4,932 | $5,216-5.5% | $6,730-26.7% | $5,651-12.7% |