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 | $102,193 | $65,365+56.3% | $92,893+10.0% | $72,985+40.0% |
| Participation rate | 41.4% | 68.3%-26.9pp | 76.0%-34.6pp | 69.5%-28.1pp |
| Annual return | 16.34% | 42.10%-25.8pp | 109.41%-93.1pp | 81.00%-64.7pp |
| Employer contribution / active EE | $1,385 | $2,594-46.6% | $3,653-62.1% | $2,440-43.2% |
| Participant deferral / active EE | $2,317 | $3,128-25.9% | $4,236-45.3% | $3,607-35.8% |
| Admin fee / account holder | $912 | $4,251-78.5% | $5,794-84.3% | $5,124-82.2% |