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 | $124,849 | $58,512+113.4% | $84,015+48.6% | $72,985+71.1% |
| Participation rate | 51.6% | 61.2%-9.6pp | 69.0%-17.4pp | 69.5%-17.9pp |
| Annual return | 17.82% | 28.93%-11.1pp | 71.31%-53.5pp | 81.00%-63.2pp |
| Employer contribution / active EE | $1,226 | $1,163+5.4% | $1,983-38.2% | $2,440-49.8% |
| Participant deferral / active EE | $3,806 | $2,394+59.0% | $3,239+17.5% | $3,607+5.5% |
| Admin fee / account holder | $3,068 | $4,569-32.9% | $6,101-49.7% | $5,124-40.1% |