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 | $97,825 | $65,041+50.4% | $90,951+7.6% | $79,858+22.5% |
| Participation rate | 39.3% | 61.6%-22.3pp | 69.0%-29.7pp | 69.6%-30.3pp |
| Annual return | 15.31% | 30.45%-15.1pp | 134.60%-119.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,048 | $1,247-16.0% | $2,122-50.6% | $2,471-57.6% |
| Participant deferral / active EE | $2,726 | $2,512+8.5% | $3,373-19.2% | $3,740-27.1% |
| Admin fee / account holder | $1,229 | $4,536-72.9% | $5,959-79.4% | $5,306-76.8% |