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 | $99,065 | $73,933+34.0% | $96,683+2.5% | $75,163+31.8% |
| Participation rate | 60.0% | 66.4%-6.4pp | 74.3%-14.3pp | 67.2%-7.2pp |
| Annual return | 14.66% | 26.70%-12.0pp | 35.69%-21.0pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,187 | $2,928-25.3% | $3,737-41.5% | $2,670-18.1% |
| Participant deferral / active EE | $3,366 | $3,659-8.0% | $4,878-31.0% | $4,125-18.4% |
| Admin fee / account holder | $1,702 | $5,216-67.4% | $6,730-74.7% | $5,651-69.9% |