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 | $101,345 | $58,512+73.2% | $84,015+20.6% | $72,985+38.9% |
| Participation rate | 47.5% | 61.2%-13.7pp | 69.0%-21.5pp | 69.5%-22.0pp |
| Annual return | 17.23% | 28.93%-11.7pp | 71.31%-54.1pp | 81.00%-63.8pp |
| Employer contribution / active EE | $1,116 | $1,163-4.0% | $1,983-43.7% | $2,440-54.2% |
| Participant deferral / active EE | $1,844 | $2,394-23.0% | $3,239-43.1% | $3,607-48.9% |
| Admin fee / account holder | $7,930 | $4,569+73.6% | $6,101+30.0% | $5,124+54.8% |