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 | $104,471 | $81,460+28.2% | $103,333+1.1% | $80,856+29.2% |
| Participation rate | 34.5% | 66.8%-32.3pp | 74.5%-40.0pp | 67.6%-33.1pp |
| Annual return | 17.39% | 25.55%-8.2pp | 24.88%-7.5pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,347 | $3,105-56.6% | $3,868-65.2% | $2,755-51.1% |
| Participant deferral / active EE | $2,871 | $3,869-25.8% | $5,057-43.2% | $4,296-33.2% |
| Admin fee / account holder | $8,398 | $6,566+27.9% | $8,355+0.5% | $6,918+21.4% |