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 | $106,442 | $80,968+31.5% | $96,544+10.3% | $75,163+41.6% |
| Participation rate | 44.6% | 71.8%-27.1pp | 76.0%-31.3pp | 67.2%-22.5pp |
| Annual return | 15.42% | 27.06%-11.6pp | 25.84%-10.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,121 | $2,282-50.9% | $2,965-62.2% | $2,670-58.0% |
| Participant deferral / active EE | $1,997 | $3,928-49.2% | $4,851-58.8% | $4,125-51.6% |
| Admin fee / account holder | $6,223 | $6,724-7.5% | $8,252-24.6% | $5,651+10.1% |