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 | $116,603 | $90,503+28.8% | $78,689+48.2% | $273,961-57.4% |
| Participation rate | 37.5% | 76.5%-39.0pp | 73.6%-36.1pp | 83.0%-45.5pp |
| Annual return | 6.99% | 75.60%-68.6pp | 62.18%-55.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,207 | $3,176-62.0% | $2,851-57.7% | $4,869-75.2% |
| Participant deferral / active EE | $2,349 | $3,901-39.8% | $3,517-33.2% | $5,287-55.6% |
| Admin fee / account holder | $12,534 | $5,263+138.2% | $4,510+177.9% | $10,132+23.7% |