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 | $185,847 | $57,016+226.0% | $84,966+118.7% | $80,856+129.8% |
| Participation rate | 34.4% | 56.3%-21.9pp | 67.5%-33.1pp | 67.6%-33.2pp |
| Annual return | 14.96% | 21.66%-6.7pp | 66.38%-51.4pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,758 | $1,798-2.2% | $2,727-35.5% | $2,755-36.2% |
| Participant deferral / active EE | $3,216 | $3,110+3.4% | $4,519-28.8% | $4,296-25.1% |
| Admin fee / account holder | $4,138 | $4,980-16.9% | $6,149-32.7% | $6,918-40.2% |