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 | $133,781 | $81,460+64.2% | $103,333+29.5% | $80,856+65.5% |
| Participation rate | 59.5% | 66.8%-7.4pp | 74.5%-15.0pp | 67.6%-8.2pp |
| Annual return | 11.77% | 25.55%-13.8pp | 24.88%-13.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,290 | $3,105-58.5% | $3,868-66.6% | $2,755-53.2% |
| Participant deferral / active EE | $3,036 | $3,869-21.5% | $5,057-40.0% | $4,296-29.3% |
| Admin fee / account holder | $17,045 | $6,566+159.6% | $8,355+104.0% | $6,918+146.4% |