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 | $141,088 | $93,071+51.6% | $74,583+89.2% | $273,961-48.5% |
| Participation rate | 63.6% | 74.9%-11.3pp | 68.1%-4.5pp | 83.0%-19.4pp |
| Annual return | 6.29% | 26.18%-19.9pp | 20.47%-14.2pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,538 | $3,160-51.3% | $2,525-39.1% | $4,869-68.4% |
| Participant deferral / active EE | $3,941 | $4,160-5.3% | $3,458+14.0% | $5,287-25.5% |
| Admin fee / account holder | $1,237 | $5,272-76.5% | $4,138-70.1% | $10,132-87.8% |