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 | $179,070 | $95,803+86.9% | $113,168+58.2% | $84,808+111.1% |
| Participation rate | 54.8% | 72.9%-18.1pp | 76.6%-21.8pp | 68.3%-13.5pp |
| Annual return | 15.53% | 25.00%-9.5pp | 24.27%-8.7pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,437 | $2,360-39.1% | $2,975-51.7% | $2,631-45.4% |
| Participant deferral / active EE | $4,238 | $4,242-0.1% | $5,107-17.0% | $4,212+0.6% |
| Admin fee / account holder | $5,397 | $8,989-40.0% | $12,068-55.3% | $7,344-26.5% |