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 | $75,199 | $20,316+270.1% | $66,042+13.9% | $74,304+1.2% |
| Participation rate | 35.8% | 62.8%-26.9pp | 67.5%-31.7pp | 60.3%-24.5pp |
| Annual return | 20.73% | 28.10%-7.4pp | 52.11%-31.4pp | 29.43%-8.7pp |
| Employer contribution / active EE | $1,518 | $745+103.8% | $1,579-3.9% | $2,241-32.3% |
| Participant deferral / active EE | $2,411 | $1,615+49.2% | $2,835-15.0% | $3,767-36.0% |
| Admin fee / account holder | $3,765 | $1,668+125.7% | $5,747-34.5% | $2,969+26.8% |