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 | $118,216 | $81,460+45.1% | $103,333+14.4% | $80,856+46.2% |
| Participation rate | 55.1% | 66.8%-11.7pp | 74.5%-19.4pp | 67.6%-12.5pp |
| Annual return | 17.60% | 25.55%-8.0pp | 24.88%-7.3pp | 35.59%-18.0pp |
| Employer contribution / active EE | $2,347 | $3,105-24.4% | $3,868-39.3% | $2,755-14.8% |
| Participant deferral / active EE | $3,716 | $3,869-4.0% | $5,057-26.5% | $4,296-13.5% |
| Admin fee / account holder | $1,654 | $6,566-74.8% | $8,355-80.2% | $6,918-76.1% |