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 | $108,667 | $67,606+60.7% | $82,313+32.0% | $70,131+54.9% |
| Participation rate | 48.1% | 72.8%-24.6pp | 76.9%-28.7pp | 69.5%-21.4pp |
| Annual return | 23.07% | 21.57%+1.5pp | 25.88%-2.8pp | 73.14%-50.1pp |
| Employer contribution / active EE | $1,745 | $1,755-0.5% | $2,428-28.1% | $2,342-25.5% |
| Participant deferral / active EE | $2,916 | $2,987-2.4% | $3,706-21.3% | $3,332-12.5% |
| Admin fee / account holder | $865 | $4,512-80.8% | $5,608-84.6% | $4,645-81.4% |