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 | $123,188 | $47,848+157.5% | $81,478+51.2% | $70,131+75.7% |
| Participation rate | 35.6% | 58.3%-22.7pp | 68.0%-32.4pp | 69.5%-34.0pp |
| Annual return | 14.21% | 27.25%-13.0pp | 38.78%-24.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,125 | $1,527-26.4% | $2,568-56.2% | $2,342-52.0% |
| Participant deferral / active EE | $2,621 | $2,453+6.8% | $3,537-25.9% | $3,332-21.3% |
| Admin fee / account holder | $4,745 | $3,145+50.9% | $4,561+4.0% | $4,645+2.2% |