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 | $130,997 | $57,016+129.8% | $84,966+54.2% | $80,856+62.0% |
| Participation rate | 28.0% | 56.3%-28.3pp | 67.5%-39.5pp | 67.6%-39.6pp |
| Annual return | 13.75% | 21.66%-7.9pp | 66.38%-52.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $316 | $1,798-82.4% | $2,727-88.4% | $2,755-88.5% |
| Participant deferral / active EE | $2,090 | $3,110-32.8% | $4,519-53.8% | $4,296-51.4% |
| Admin fee / account holder | $3,836 | $4,980-23.0% | $6,149-37.6% | $6,918-44.5% |