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 | $132,570 | $76,367+73.6% | $93,606+41.6% | $72,985+81.6% |
| Participation rate | 50.8% | 71.7%-21.0pp | 75.8%-25.0pp | 69.5%-18.7pp |
| Annual return | 19.27% | 25.82%-6.5pp | 32.76%-13.5pp | 81.00%-61.7pp |
| Employer contribution / active EE | $621 | $2,275-72.7% | $2,718-77.1% | $2,440-74.5% |
| Participant deferral / active EE | $2,507 | $3,538-29.1% | $4,069-38.4% | $3,607-30.5% |
| Admin fee / account holder | $5,950 | $6,838-13.0% | $7,888-24.6% | $5,124+16.1% |