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 | $130,060 | $80,717+61.1% | $154,803-16.0% | $84,808+53.4% |
| Participation rate | 40.5% | 66.8%-26.3pp | 78.1%-37.6pp | 68.3%-27.8pp |
| Annual return | 14.25% | 37.96%-23.7pp | 58.88%-44.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,492 | $2,761-46.0% | $4,305-65.3% | $2,631-43.3% |
| Participant deferral / active EE | $6,358 | $3,303+92.5% | $5,540+14.8% | $4,212+51.0% |
| Admin fee / account holder | $5,835 | $6,746-13.5% | $14,329-59.3% | $7,344-20.5% |