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 | $99,351 | $72,492+37.1% | $87,100+14.1% | $72,985+36.1% |
| Participation rate | 44.4% | 72.8%-28.4pp | 76.9%-32.4pp | 69.5%-25.0pp |
| Annual return | 20.76% | 24.46%-3.7pp | 28.19%-7.4pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,049 | $1,894-44.6% | $2,521-58.4% | $2,440-57.0% |
| Participant deferral / active EE | $3,299 | $3,270+0.9% | $4,049-18.5% | $3,607-8.5% |
| Admin fee / account holder | $1,192 | $5,055-76.4% | $7,497-84.1% | $5,124-76.7% |