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 | $94,622 | $65,561+44.3% | $91,541+3.4% | $74,304+27.3% |
| Participation rate | 44.7% | 56.6%-11.9pp | 69.8%-25.1pp | 60.3%-15.7pp |
| Annual return | 14.53% | 17.68%-3.2pp | 20.50%-6.0pp | 29.43%-14.9pp |
| Employer contribution / active EE | $1,226 | $1,717-28.6% | $2,505-51.0% | $2,241-45.3% |
| Participant deferral / active EE | $2,013 | $2,918-31.0% | $4,008-49.8% | $3,767-46.6% |
| Admin fee / account holder | $2,912 | $3,333-12.6% | $6,956-58.1% | $2,969-1.9% |