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 | $123,521 | $82,882+49.0% | $127,761-3.3% | $72,985+69.2% |
| Participation rate | 26.3% | 71.5%-45.2pp | 79.0%-52.7pp | 69.5%-43.2pp |
| Annual return | 19.78% | 32.20%-12.4pp | 26.14%-6.4pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,158 | $3,346-65.4% | $4,574-74.7% | $2,440-52.6% |
| Participant deferral / active EE | $1,948 | $4,791-59.3% | $6,021-67.6% | $3,607-46.0% |
| Admin fee / account holder | $13,608 | $6,487+109.8% | $9,395+44.8% | $5,124+165.5% |