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 | $122,639 | $57,828+112.1% | $117,039+4.8% | $70,131+74.9% |
| Participation rate | 36.6% | 67.1%-30.5pp | 77.2%-40.6pp | 69.5%-32.9pp |
| Annual return | 15.74% | 17.55%-1.8pp | 18.95%-3.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,038 | $1,816-42.8% | $3,785-72.6% | $2,342-55.7% |
| Participant deferral / active EE | $2,461 | $2,438+1.0% | $3,929-37.4% | $3,332-26.1% |
| Admin fee / account holder | $9,810 | $3,548+176.5% | $5,974+64.2% | $4,645+111.2% |