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 | $119,506 | $72,492+64.9% | $87,100+37.2% | $72,985+63.7% |
| Participation rate | 59.1% | 72.8%-13.7pp | 76.9%-17.8pp | 69.5%-10.4pp |
| Annual return | 21.90% | 24.46%-2.6pp | 28.19%-6.3pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,575 | $1,894-16.8% | $2,521-37.5% | $2,440-35.4% |
| Participant deferral / active EE | $3,823 | $3,270+16.9% | $4,049-5.6% | $3,607+6.0% |
| Admin fee / account holder | $44,390 | $5,055+778.2% | $7,497+492.1% | $5,124+766.3% |