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 | $125,492 | $57,590+117.9% | $86,233+45.5% | $82,448+52.2% |
| Participation rate | 34.4% | 57.9%-23.5pp | 69.0%-34.6pp | 68.1%-33.7pp |
| Annual return | 18.14% | 22.41%-4.3pp | 61.39%-43.2pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,385 | $1,655-16.3% | $2,504-44.7% | $2,551-45.7% |
| Participant deferral / active EE | $2,777 | $3,080-9.8% | $4,559-39.1% | $4,139-32.9% |
| Admin fee / account holder | $426 | $4,730-91.0% | $8,342-94.9% | $7,234-94.1% |