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 | $106,655 | $80,968+31.7% | $96,544+10.5% | $75,163+41.9% |
| Participation rate | 65.9% | 71.8%-5.9pp | 76.0%-10.1pp | 67.2%-1.3pp |
| Annual return | 13.20% | 27.06%-13.9pp | 25.84%-12.6pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,123 | $2,282-50.8% | $2,965-62.1% | $2,670-57.9% |
| Participant deferral / active EE | $2,455 | $3,928-37.5% | $4,851-49.4% | $4,125-40.5% |
| Admin fee / account holder | $4,426 | $6,724-34.2% | $8,252-46.4% | $5,651-21.7% |