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 | $103,479 | $65,041+59.1% | $90,951+13.8% | $79,858+29.6% |
| Participation rate | 43.2% | 61.6%-18.4pp | 69.0%-25.8pp | 69.6%-26.4pp |
| Annual return | 23.58% | 30.45%-6.9pp | 134.60%-111.0pp | 31.71%-8.1pp |
| Employer contribution / active EE | $1,320 | $1,247+5.8% | $2,122-37.8% | $2,471-46.6% |
| Participant deferral / active EE | $2,434 | $2,512-3.1% | $3,373-27.8% | $3,740-34.9% |
| Admin fee / account holder | $2,694 | $4,536-40.6% | $5,959-54.8% | $5,306-49.2% |