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 | $101,363 | $78,422+29.3% | $95,952+5.6% | $79,858+26.9% |
| Participation rate | 68.9% | 73.5%-4.6pp | 77.1%-8.2pp | 69.6%-0.7pp |
| Annual return | 14.20% | 19.37%-5.2pp | 91.61%-77.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,311 | $1,945-32.6% | $2,541-48.4% | $2,471-46.9% |
| Participant deferral / active EE | $3,265 | $3,440-5.1% | $4,167-21.7% | $3,740-12.7% |
| Admin fee / account holder | $2,097 | $5,622-62.7% | $6,795-69.1% | $5,306-60.5% |