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 | $98,564 | $59,097+66.8% | $82,389+19.6% | $74,304+32.6% |
| Participation rate | 58.2% | 52.8%+5.4pp | 69.5%-11.4pp | 60.3%-2.2pp |
| Annual return | 17.10% | 22.85%-5.7pp | 28.67%-11.6pp | 29.43%-12.3pp |
| Employer contribution / active EE | $1,145 | $1,601-28.5% | $2,517-54.5% | $2,241-48.9% |
| Participant deferral / active EE | $3,626 | $2,775+30.6% | $4,155-12.7% | $3,767-3.8% |
| Admin fee / account holder | $2,190 | $4,489-51.2% | $7,231-69.7% | $2,969-26.2% |