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 | $124,871 | $56,897+119.5% | $84,750+47.3% | $62,891+98.6% |
| Participation rate | 34.5% | 68.5%-34.0pp | 76.6%-42.0pp | 69.3%-34.8pp |
| Annual return | 6.62% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,163 | $2,400-51.5% | $3,574-67.5% | $2,281-49.0% |
| Participant deferral / active EE | $2,942 | $2,709+8.6% | $3,712-20.7% | $3,203-8.1% |
| Admin fee / account holder | $1,546 | $3,581-56.8% | $5,332-71.0% | $4,296-64.0% |