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 | $88,856 | $58,512+51.9% | $84,015+5.8% | $72,985+21.7% |
| Participation rate | 53.8% | 61.2%-7.4pp | 69.0%-15.2pp | 69.5%-15.6pp |
| Annual return | 25.50% | 28.93%-3.4pp | 71.31%-45.8pp | 81.00%-55.5pp |
| Employer contribution / active EE | $981 | $1,163-15.6% | $1,983-50.5% | $2,440-59.8% |
| Participant deferral / active EE | $3,905 | $2,394+63.1% | $3,239+20.6% | $3,607+8.3% |
| Admin fee / account holder | $2,413 | $4,569-47.2% | $6,101-60.5% | $5,124-52.9% |