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 | $120,891 | $66,098+82.9% | $101,794+18.8% | $74,304+62.7% |
| Participation rate | 24.7% | 53.8%-29.0pp | 69.2%-44.5pp | 60.3%-35.6pp |
| Annual return | 18.81% | 19.59%-0.8pp | 30.53%-11.7pp | 29.43%-10.6pp |
| Employer contribution / active EE | $850 | $1,082-21.4% | $2,289-62.8% | $2,241-62.1% |
| Participant deferral / active EE | $1,633 | $2,781-41.3% | $4,084-60.0% | $3,767-56.7% |
| Admin fee / account holder | $4,282 | $4,146+3.3% | $8,777-51.2% | $2,969+44.2% |