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 | $122,478 | $90,503+35.3% | $78,689+55.6% | $273,961-55.3% |
| Participation rate | 41.7% | 76.5%-34.9pp | 73.6%-31.9pp | 83.0%-41.3pp |
| Annual return | 3.94% | 75.60%-71.7pp | 62.18%-58.2pp | 41.45%-37.5pp |
| Employer contribution / active EE | $1,520 | $3,176-52.1% | $2,851-46.7% | $4,869-68.8% |
| Participant deferral / active EE | $2,975 | $3,901-23.7% | $3,517-15.4% | $5,287-43.7% |
| Admin fee / account holder | $1,313 | $5,263-75.1% | $4,510-70.9% | $10,132-87.0% |