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 | $100,538 | $54,762+83.6% | $90,281+11.4% | $72,985+37.8% |
| Participation rate | 38.5% | 65.1%-26.7pp | 73.3%-34.8pp | 69.5%-31.0pp |
| Annual return | 19.10% | 30.63%-11.5pp | 78.10%-59.0pp | 81.00%-61.9pp |
| Employer contribution / active EE | $2,583 | $2,092+23.4% | $2,854-9.5% | $2,440+5.8% |
| Participant deferral / active EE | $4,363 | $2,887+51.1% | $3,885+12.3% | $3,607+21.0% |
| Admin fee / account holder | $16,213 | $3,972+308.2% | $5,351+203.0% | $5,124+216.4% |