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 | $101,242 | $78,422+29.1% | $95,952+5.5% | $79,858+26.8% |
| Participation rate | 60.0% | 73.5%-13.5pp | 77.1%-17.1pp | 69.6%-9.6pp |
| Annual return | 15.60% | 19.37%-3.8pp | 91.61%-76.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,304 | $1,945-33.0% | $2,541-48.7% | $2,471-47.2% |
| Participant deferral / active EE | $3,539 | $3,440+2.9% | $4,167-15.1% | $3,740-5.4% |
| Admin fee / account holder | $2,122 | $5,622-62.3% | $6,795-68.8% | $5,306-60.0% |