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 | $140,260 | $63,355+121.4% | $91,989+52.5% | $72,985+92.2% |
| Participation rate | 22.5% | 72.5%-50.0pp | 78.6%-56.2pp | 69.5%-47.0pp |
| Annual return | 27.00% | 35.35%-8.4pp | 69.02%-42.0pp | 81.00%-54.0pp |
| Employer contribution / active EE | $1,419 | $2,116-32.9% | $3,452-58.9% | $2,440-41.8% |
| Participant deferral / active EE | $3,474 | $4,883-28.9% | $5,923-41.3% | $3,607-3.7% |
| Admin fee / account holder | $2,377 | $4,668-49.1% | $7,743-69.3% | $5,124-53.6% |