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 | $128,673 | $73,787+74.4% | $98,716+30.3% | $82,448+56.1% |
| Participation rate | 36.6% | 61.4%-24.8pp | 69.3%-32.7pp | 68.1%-31.5pp |
| Annual return | 13.22% | 18.57%-5.3pp | 31.81%-18.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,225 | $1,511-18.9% | $2,279-46.2% | $2,551-52.0% |
| Participant deferral / active EE | $2,694 | $3,081-12.6% | $4,048-33.5% | $4,139-34.9% |
| Admin fee / account holder | $4,421 | $6,500-32.0% | $8,703-49.2% | $7,234-38.9% |