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 | $91,566 | $64,348+42.3% | $90,160+1.6% | $70,131+30.6% |
| Participation rate | 57.1% | 70.4%-13.3pp | 76.9%-19.7pp | 69.5%-12.4pp |
| Annual return | 15.82% | 28.13%-12.3pp | 34.88%-19.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $864 | $2,046-57.8% | $3,318-74.0% | $2,342-63.1% |
| Participant deferral / active EE | $3,315 | $4,389-24.5% | $5,288-37.3% | $3,332-0.5% |
| Admin fee / account holder | $4,953 | $3,944+25.6% | $5,943-16.7% | $4,645+6.6% |