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 | $128,550 | $57,057+125.3% | $85,009+51.2% | $80,874+59.0% |
| Participation rate | 15.6% | 56.4%-40.7pp | 67.5%-51.9pp | 67.6%-52.0pp |
| Annual return | 14.47% | 21.66%-7.2pp | 66.47%-52.0pp | 35.62%-21.1pp |
| Employer contribution / active EE | $1,214 | $1,799-32.5% | $2,728-55.5% | $2,756-56.0% |
| Participant deferral / active EE | $3,221 | $3,112+3.5% | $4,522-28.8% | $4,297-25.0% |
| Admin fee / account holder | $3,184 | $4,986-36.1% | $6,153-48.2% | $6,935-54.1% |