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 | $126,849 | $72,492+75.0% | $87,100+45.6% | $72,985+73.8% |
| Participation rate | 61.8% | 72.8%-11.0pp | 76.9%-15.1pp | 69.5%-7.7pp |
| Annual return | 19.52% | 24.46%-4.9pp | 28.19%-8.7pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,164 | $1,894-38.5% | $2,521-53.8% | $2,440-52.3% |
| Participant deferral / active EE | $3,409 | $3,270+4.3% | $4,049-15.8% | $3,607-5.5% |
| Admin fee / account holder | $3,338 | $5,055-34.0% | $7,497-55.5% | $5,124-34.9% |