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 | $103,420 | $57,541+79.7% | $95,745+8.0% | $75,163+37.6% |
| Participation rate | 39.5% | 62.5%-23.0pp | 72.3%-32.8pp | 67.2%-27.7pp |
| Annual return | 17.22% | 34.93%-17.7pp | 28.35%-11.1pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,250 | $1,808-30.8% | $2,835-55.9% | $2,670-53.2% |
| Participant deferral / active EE | $3,058 | $3,074-0.5% | $4,245-28.0% | $4,125-25.9% |
| Admin fee / account holder | $1,159 | $4,099-71.7% | $5,678-79.6% | $5,651-79.5% |