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 | $102,998 | $65,395+57.5% | $182,532-43.6% | $72,985+41.1% |
| Participation rate | 54.5% | 65.4%-10.9pp | 78.0%-23.4pp | 69.5%-14.9pp |
| Annual return | 21.23% | 27.68%-6.5pp | 148.54%-127.3pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,897 | $1,911-0.8% | $4,076-53.5% | $2,440-22.3% |
| Participant deferral / active EE | $4,371 | $3,563+22.7% | $5,524-20.9% | $3,607+21.2% |
| Admin fee / account holder | $2,275 | $4,245-46.4% | $8,592-73.5% | $5,124-55.6% |