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 | $102,533 | $57,590+78.0% | $86,233+18.9% | $82,448+24.4% |
| Participation rate | 54.2% | 57.9%-3.7pp | 69.0%-14.9pp | 68.1%-13.9pp |
| Annual return | 15.38% | 22.41%-7.0pp | 61.39%-46.0pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,504 | $1,655-9.1% | $2,504-39.9% | $2,551-41.0% |
| Participant deferral / active EE | $2,812 | $3,080-8.7% | $4,559-38.3% | $4,139-32.1% |
| Admin fee / account holder | $888 | $4,730-81.2% | $8,342-89.4% | $7,234-87.7% |