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 | $110,210 | $81,460+35.3% | $103,333+6.7% | $80,856+36.3% |
| Participation rate | 64.1% | 66.8%-2.8pp | 74.5%-10.4pp | 67.6%-3.6pp |
| Annual return | 13.13% | 25.55%-12.4pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,537 | $3,105-50.5% | $3,868-60.3% | $2,755-44.2% |
| Participant deferral / active EE | $4,288 | $3,869+10.8% | $5,057-15.2% | $4,296-0.2% |
| Admin fee / account holder | $1,124 | $6,566-82.9% | $8,355-86.5% | $6,918-83.7% |