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 | $142,776 | $95,803+49.0% | $113,168+26.2% | $84,808+68.4% |
| Participation rate | 44.8% | 72.9%-28.0pp | 76.6%-31.7pp | 68.3%-23.5pp |
| Annual return | 17.78% | 25.00%-7.2pp | 24.27%-6.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,254 | $2,360-46.8% | $2,975-57.8% | $2,631-52.3% |
| Participant deferral / active EE | $2,761 | $4,242-34.9% | $5,107-45.9% | $4,212-34.5% |
| Admin fee / account holder | $3,629 | $8,989-59.6% | $12,068-69.9% | $7,344-50.6% |