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 | $114,552 | $81,460+40.6% | $103,333+10.9% | $80,856+41.7% |
| Participation rate | 61.8% | 66.8%-5.1pp | 74.5%-12.7pp | 67.6%-5.9pp |
| Annual return | 15.09% | 25.55%-10.5pp | 24.88%-9.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,072 | $3,105-33.3% | $3,868-46.4% | $2,755-24.8% |
| Participant deferral / active EE | $4,754 | $3,869+22.9% | $5,057-6.0% | $4,296+10.7% |
| Admin fee / account holder | $3,852 | $6,566-41.3% | $8,355-53.9% | $6,918-44.3% |