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 | $85,022 | $57,016+49.1% | $84,966+0.1% | $80,856+5.2% |
| Participation rate | 31.6% | 56.3%-24.7pp | 67.5%-35.9pp | 67.6%-36.0pp |
| Annual return | 18.74% | 21.66%-2.9pp | 66.38%-47.6pp | 35.59%-16.9pp |
| Employer contribution / active EE | $1,108 | $1,798-38.4% | $2,727-59.4% | $2,755-59.8% |
| Participant deferral / active EE | $3,824 | $3,110+23.0% | $4,519-15.4% | $4,296-11.0% |
| Admin fee / account holder | $5,274 | $4,980+5.9% | $6,149-14.2% | $6,918-23.8% |