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 | $101,542 | $76,670+32.4% | $96,683+5.0% | $71,457+42.1% |
| Participation rate | 50.0% | 66.6%-16.6pp | 74.3%-24.3pp | 67.9%-17.9pp |
| Annual return | 15.29% | 48.29%-33.0pp | 35.69%-20.4pp | 28.85%-13.6pp |
| Employer contribution / active EE | $829 | $3,031-72.6% | $3,737-77.8% | $2,588-68.0% |
| Participant deferral / active EE | $2,593 | $3,771-31.2% | $4,878-46.8% | $4,289-39.5% |
| Admin fee / account holder | $1,416 | $2,028-30.2% | $6,730-79.0% | $1,587-10.8% |