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 | $130,141 | $56,897+128.7% | $84,750+53.6% | $62,891+106.9% |
| Participation rate | 56.6% | 68.5%-11.9pp | 76.6%-20.0pp | 69.3%-12.7pp |
| Annual return | 7.49% | 6.30%+1.2pp | 22.78%-15.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,595 | $2,400-33.6% | $3,574-55.4% | $2,281-30.1% |
| Participant deferral / active EE | $3,750 | $2,709+38.4% | $3,712+1.0% | $3,203+17.1% |
| Admin fee / account holder | $3,831 | $3,581+7.0% | $5,332-28.2% | $4,296-10.8% |