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 | $108,507 | $77,503+40.0% | $100,391+8.1% | $80,856+34.2% |
| Participation rate | 46.8% | 76.9%-30.1pp | 81.5%-34.7pp | 67.6%-20.8pp |
| Annual return | 14.57% | 37.20%-22.6pp | 49.20%-34.6pp | 35.59%-21.0pp |
| Employer contribution / active EE | $876 | $2,801-68.7% | $3,942-77.8% | $2,755-68.2% |
| Participant deferral / active EE | $3,619 | $6,820-46.9% | $8,082-55.2% | $4,296-15.8% |
| Admin fee / account holder | $4,237 | $5,897-28.2% | $7,899-46.4% | $6,918-38.8% |