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 | $136,660 | $81,460+67.8% | $103,333+32.3% | $80,856+69.0% |
| Participation rate | 31.2% | 66.8%-35.7pp | 74.5%-43.3pp | 67.6%-36.5pp |
| Annual return | 20.10% | 25.55%-5.4pp | 24.88%-4.8pp | 35.59%-15.5pp |
| Employer contribution / active EE | $1,716 | $3,105-44.7% | $3,868-55.6% | $2,755-37.7% |
| Participant deferral / active EE | $3,222 | $3,869-16.7% | $5,057-36.3% | $4,296-25.0% |
| Admin fee / account holder | $3,527 | $6,566-46.3% | $8,355-57.8% | $6,918-49.0% |