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 | $133,870 | $81,460+64.3% | $103,333+29.6% | $80,856+65.6% |
| Participation rate | 37.7% | 66.8%-29.1pp | 74.5%-36.8pp | 67.6%-29.9pp |
| Annual return | 11.77% | 25.55%-13.8pp | 24.88%-13.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,394 | $3,105-55.1% | $3,868-63.9% | $2,755-49.4% |
| Participant deferral / active EE | $3,478 | $3,869-10.1% | $5,057-31.2% | $4,296-19.0% |
| Admin fee / account holder | $2,708 | $6,566-58.8% | $8,355-67.6% | $6,918-60.9% |