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 | $82,605 | $56,277+46.8% | $80,975+2.0% | $62,891+31.3% |
| Participation rate | 48.6% | 69.0%-20.3pp | 75.8%-27.2pp | 69.3%-20.7pp |
| Annual return | 8.27% | 22.12%-13.9pp | 17.10%-8.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,397 | $1,943-28.1% | $3,714-62.4% | $2,281-38.7% |
| Participant deferral / active EE | $3,110 | $4,195-25.9% | $5,696-45.4% | $3,203-2.9% |
| Admin fee / account holder | $7,031 | $3,741+88.0% | $5,516+27.5% | $4,296+63.7% |