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 | $136,294 | $76,367+78.5% | $93,606+45.6% | $72,985+86.7% |
| Participation rate | 36.6% | 71.7%-35.2pp | 75.8%-39.2pp | 69.5%-32.9pp |
| Annual return | 20.44% | 25.82%-5.4pp | 32.76%-12.3pp | 81.00%-60.6pp |
| Employer contribution / active EE | $935 | $2,275-58.9% | $2,718-65.6% | $2,440-61.7% |
| Participant deferral / active EE | $2,210 | $3,538-37.5% | $4,069-45.7% | $3,607-38.7% |
| Admin fee / account holder | $1,870 | $6,838-72.7% | $7,888-76.3% | $5,124-63.5% |