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 | $81,676 | $43,075+89.6% | $74,583+9.5% | $62,891+29.9% |
| Participation rate | 44.0% | 58.1%-14.1pp | 68.1%-24.1pp | 69.3%-25.3pp |
| Annual return | 7.34% | 17.50%-10.2pp | 20.47%-13.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $3,348 | $1,498+123.6% | $2,525+32.6% | $2,281+46.8% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,906 | $2,840+37.6% | $4,138-5.6% | $4,296-9.1% |