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 | $89,673 | $72,012+24.5% | $185,823-51.7% | $79,858+12.3% |
| Participation rate | 54.2% | 65.8%-11.6pp | 78.0%-23.9pp | 69.6%-15.5pp |
| Annual return | 11.66% | 23.12%-11.5pp | 35.95%-24.3pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,070 | $1,965-45.5% | $4,087-73.8% | $2,471-56.7% |
| Participant deferral / active EE | $2,616 | $3,779-30.8% | $5,632-53.5% | $3,740-30.0% |
| Admin fee / account holder | $4,288 | $4,513-5.0% | $9,500-54.9% | $5,306-19.2% |