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 | $138,300 | $95,803+44.4% | $113,168+22.2% | $84,808+63.1% |
| Participation rate | 53.4% | 72.9%-19.4pp | 76.6%-23.1pp | 68.3%-14.9pp |
| Annual return | 16.48% | 25.00%-8.5pp | 24.27%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,839 | $2,360-22.1% | $2,975-38.2% | $2,631-30.1% |
| Participant deferral / active EE | $3,424 | $4,242-19.3% | $5,107-33.0% | $4,212-18.7% |
| Admin fee / account holder | $9,501 | $8,989+5.7% | $12,068-21.3% | $7,344+29.4% |