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 3-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 | $125,282 | $81,460+53.8% | $103,333+21.2% | $80,856+54.9% |
| Participation rate | 30.4% | 66.8%-36.5pp | 74.5%-44.2pp | 67.6%-37.3pp |
| Annual return | 12.71% | 25.55%-12.8pp | 24.88%-12.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,727 | $3,105-44.4% | $3,868-55.4% | $2,755-37.3% |
| Participant deferral / active EE | $1,751 | $3,869-54.8% | $5,057-65.4% | $4,296-59.2% |
| Admin fee / account holder | $8,854 | $6,566+34.8% | $8,355+6.0% | $6,918+28.0% |