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 | $117,790 | $49,915+136.0% | $154,803-23.9% | $74,304+58.5% |
| Participation rate | 51.2% | 54.0%-2.7pp | 78.1%-26.9pp | 60.3%-9.1pp |
| Annual return | 16.22% | 34.06%-17.8pp | 58.88%-42.7pp | 29.43%-13.2pp |
| Employer contribution / active EE | $1,527 | $1,611-5.2% | $4,305-64.5% | $2,241-31.9% |
| Participant deferral / active EE | $3,288 | $2,255+45.8% | $5,540-40.6% | $3,767-12.7% |
| Admin fee / account holder | $28,091 | $2,189+1183.3% | $14,329+96.0% | $2,969+846.2% |