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 | $115,045 | $81,460+41.2% | $103,333+11.3% | $80,856+42.3% |
| Participation rate | 57.9% | 66.8%-9.0pp | 74.5%-16.6pp | 67.6%-9.7pp |
| Annual return | 10.52% | 25.55%-15.0pp | 24.88%-14.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,504 | $3,105-51.6% | $3,868-61.1% | $2,755-45.4% |
| Participant deferral / active EE | $3,048 | $3,869-21.2% | $5,057-39.7% | $4,296-29.0% |
| Admin fee / account holder | $2,100 | $6,566-68.0% | $8,355-74.9% | $6,918-69.6% |