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 | $169,086 | $74,927+125.7% | $101,794+66.1% | $84,808+99.4% |
| Participation rate | 36.4% | 61.4%-25.0pp | 69.2%-32.8pp | 68.3%-31.9pp |
| Annual return | 14.94% | 18.70%-3.8pp | 30.53%-15.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,616 | $1,522+6.2% | $2,289-29.4% | $2,631-38.6% |
| Participant deferral / active EE | $3,045 | $3,099-1.7% | $4,084-25.4% | $4,212-27.7% |
| Admin fee / account holder | $4,898 | $6,514-24.8% | $8,777-44.2% | $7,344-33.3% |