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 | $121,702 | $65,561+85.6% | $91,541+32.9% | $74,304+63.8% |
| Participation rate | 40.7% | 56.6%-15.9pp | 69.8%-29.1pp | 60.3%-19.7pp |
| Annual return | 13.56% | 17.68%-4.1pp | 20.50%-6.9pp | 29.43%-15.9pp |
| Employer contribution / active EE | $1,567 | $1,717-8.7% | $2,505-37.4% | $2,241-30.1% |
| Participant deferral / active EE | $2,380 | $2,918-18.5% | $4,008-40.6% | $3,767-36.8% |
| Admin fee / account holder | $32,315 | $3,333+869.7% | $6,956+364.5% | $2,969+988.5% |