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 | $108,390 | $73,933+46.6% | $96,683+12.1% | $75,163+44.2% |
| Participation rate | 52.8% | 66.4%-13.6pp | 74.3%-21.6pp | 67.2%-14.4pp |
| Annual return | 16.93% | 26.70%-9.8pp | 35.69%-18.8pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,692 | $2,928-42.2% | $3,737-54.7% | $2,670-36.6% |
| Participant deferral / active EE | $4,194 | $3,659+14.6% | $4,878-14.0% | $4,125+1.7% |
| Admin fee / account holder | $1,613 | $5,216-69.1% | $6,730-76.0% | $5,651-71.5% |