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 | $123,773 | $81,460+51.9% | $103,333+19.8% | $80,856+53.1% |
| Participation rate | 43.8% | 66.8%-23.1pp | 74.5%-30.8pp | 67.6%-23.9pp |
| Annual return | 14.88% | 25.55%-10.7pp | 24.88%-10.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $3,094 | $3,105-0.4% | $3,868-20.0% | $2,755+12.3% |
| Participant deferral / active EE | $5,221 | $3,869+35.0% | $5,057+3.2% | $4,296+21.5% |
| Admin fee / account holder | $16,669 | $6,566+153.8% | $8,355+99.5% | $6,918+140.9% |