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 | $108,861 | $65,041+67.4% | $90,951+19.7% | $79,858+36.3% |
| Participation rate | 46.4% | 61.6%-15.2pp | 69.0%-22.6pp | 69.6%-23.2pp |
| Annual return | 18.36% | 30.45%-12.1pp | 134.60%-116.2pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,122 | $1,247-10.0% | $2,122-47.1% | $2,471-54.6% |
| Participant deferral / active EE | $2,067 | $2,512-17.7% | $3,373-38.7% | $3,740-44.7% |
| Admin fee / account holder | $2,505 | $4,536-44.8% | $5,959-58.0% | $5,306-52.8% |