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 | $133,386 | $63,764+109.2% | $81,930+62.8% | $79,858+67.0% |
| Participation rate | 49.0% | 67.5%-18.5pp | 72.0%-23.0pp | 69.6%-20.6pp |
| Annual return | 16.95% | 22.66%-5.7pp | 29.49%-12.5pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,251 | $1,795-30.3% | $4,310-71.0% | $2,471-49.4% |
| Participant deferral / active EE | $2,425 | $2,780-12.8% | $7,107-65.9% | $3,740-35.2% |
| Admin fee / account holder | $3,263 | $4,426-26.3% | $5,158-36.7% | $5,306-38.5% |