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 | $135,362 | $59,839+126.2% | $81,983+65.1% | $79,858+69.5% |
| Participation rate | 54.3% | 61.6%-7.3pp | 69.2%-14.9pp | 69.6%-15.3pp |
| Annual return | 17.00% | 17.56%-0.6pp | 41.31%-24.3pp | 31.71%-14.7pp |
| Employer contribution / active EE | $903 | $1,713-47.3% | $2,498-63.9% | $2,471-63.5% |
| Participant deferral / active EE | $3,658 | $2,695+35.7% | $3,722-1.7% | $3,740-2.2% |
| Admin fee / account holder | $2,976 | $4,287-30.6% | $5,664-47.4% | $5,306-43.9% |