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 | $104,139 | $58,512+78.0% | $84,015+24.0% | $72,985+42.7% |
| Participation rate | 39.3% | 61.2%-21.9pp | 69.0%-29.7pp | 69.5%-30.2pp |
| Annual return | 25.75% | 28.93%-3.2pp | 71.31%-45.6pp | 81.00%-55.2pp |
| Employer contribution / active EE | $705 | $1,163-39.4% | $1,983-64.5% | $2,440-71.1% |
| Participant deferral / active EE | $1,132 | $2,394-52.7% | $3,239-65.0% | $3,607-68.6% |
| Admin fee / account holder | $1,979 | $4,569-56.7% | $6,101-67.6% | $5,124-61.4% |