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 | $90,855 | $58,512+55.3% | $84,015+8.1% | $72,985+24.5% |
| Participation rate | 56.5% | 61.2%-4.8pp | 69.0%-12.5pp | 69.5%-13.0pp |
| Annual return | 22.52% | 28.93%-6.4pp | 71.31%-48.8pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,030 | $1,163-11.4% | $1,983-48.1% | $2,440-57.8% |
| Participant deferral / active EE | $4,262 | $2,394+78.0% | $3,239+31.6% | $3,607+18.1% |
| Admin fee / account holder | $2,157 | $4,569-52.8% | $6,101-64.6% | $5,124-57.9% |