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 | $133,490 | $58,627+127.7% | $76,735+74.0% | $82,448+61.9% |
| Participation rate | 52.9% | 63.2%-10.3pp | 69.5%-16.6pp | 68.1%-15.2pp |
| Annual return | 17.94% | 39.10%-21.2pp | 29.77%-11.8pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,616 | $1,729-6.5% | $2,454-34.1% | $2,551-36.6% |
| Participant deferral / active EE | $3,272 | $3,134+4.4% | $4,088-20.0% | $4,139-21.0% |
| Admin fee / account holder | $3,812 | $5,323-28.4% | $7,189-47.0% | $7,234-47.3% |