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 | $118,459 | $69,515+70.4% | $86,874+36.4% | $85,850+38.0% |
| Participation rate | 43.3% | 66.3%-23.0pp | 71.6%-28.3pp | 69.3%-26.0pp |
| Annual return | 12.03% | 20.12%-8.1pp | 63.52%-51.5pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,420 | $1,880-24.5% | $2,495-43.1% | $2,565-44.7% |
| Participant deferral / active EE | $2,293 | $2,919-21.5% | $3,699-38.0% | $3,952-42.0% |
| Admin fee / account holder | $4,964 | $5,972-16.9% | $5,828-14.8% | $6,260-20.7% |