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 | $121,211 | $47,848+153.3% | $81,478+48.8% | $70,131+72.8% |
| Participation rate | 48.1% | 58.3%-10.1pp | 68.0%-19.8pp | 69.5%-21.4pp |
| Annual return | 21.05% | 27.25%-6.2pp | 38.78%-17.7pp | 73.14%-52.1pp |
| Employer contribution / active EE | $1,047 | $1,527-31.4% | $2,568-59.2% | $2,342-55.3% |
| Participant deferral / active EE | $2,562 | $2,453+4.4% | $3,537-27.6% | $3,332-23.1% |
| Admin fee / account holder | $6,137 | $3,145+95.1% | $4,561+34.5% | $4,645+32.1% |