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 | $106,953 | $59,097+81.0% | $82,389+29.8% | $74,304+43.9% |
| Participation rate | 42.9% | 52.8%-9.9pp | 69.5%-26.7pp | 60.3%-17.5pp |
| Annual return | 26.93% | 22.85%+4.1pp | 28.67%-1.7pp | 29.43%-2.5pp |
| Employer contribution / active EE | $1,839 | $1,601+14.9% | $2,517-27.0% | $2,241-18.0% |
| Participant deferral / active EE | $3,383 | $2,775+21.9% | $4,155-18.6% | $3,767-10.2% |
| Admin fee / account holder | $5,392 | $4,489+20.1% | $7,231-25.4% | $2,969+81.6% |