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 | $94,851 | $72,277+31.2% | $101,248-6.3% | $79,858+18.8% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 19.08% | 22.30%-3.2pp | 46.47%-27.4pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,517 | $2,692-43.6% | $3,660-58.6% | $2,471-38.6% |
| Participant deferral / active EE | $3,494 | $3,282+6.5% | $4,370-20.1% | $3,740-6.6% |
| Admin fee / account holder | $499 | $4,400-88.7% | $5,945-91.6% | $5,306-90.6% |