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 | $130,824 | $95,803+36.6% | $113,168+15.6% | $84,808+54.3% |
| Participation rate | 56.0% | 72.9%-16.9pp | 76.6%-20.6pp | 68.3%-12.3pp |
| Annual return | 18.56% | 25.00%-6.4pp | 24.27%-5.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,231 | $2,360-47.8% | $2,975-58.6% | $2,631-53.2% |
| Participant deferral / active EE | $2,526 | $4,242-40.5% | $5,107-50.5% | $4,212-40.0% |
| Admin fee / account holder | $11,002 | $8,989+22.4% | $12,068-8.8% | $7,344+49.8% |