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 | $133,530 | $87,870+52.0% | $113,168+18.0% | $74,304+79.7% |
| Participation rate | 68.0% | 70.7%-2.7pp | 76.6%-8.6pp | 60.3%+7.7pp |
| Annual return | 14.64% | 26.44%-11.8pp | 24.27%-9.6pp | 29.43%-14.8pp |
| Employer contribution / active EE | $2,139 | $2,277-6.1% | $2,975-28.1% | $2,241-4.6% |
| Participant deferral / active EE | $3,452 | $4,241-18.6% | $5,107-32.4% | $3,767-8.4% |
| Admin fee / account holder | $16,438 | $3,368+388.0% | $12,068+36.2% | $2,969+453.7% |