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 | $129,465 | $84,556+53.1% | $116,228+11.4% | $74,304+74.2% |
| Participation rate | 37.4% | 66.0%-28.6pp | 74.6%-37.2pp | 60.3%-23.0pp |
| Annual return | 15.30% | 18.35%-3.1pp | 90.06%-74.8pp | 29.43%-14.1pp |
| Employer contribution / active EE | $1,410 | $2,168-35.0% | $2,994-52.9% | $2,241-37.1% |
| Participant deferral / active EE | $2,526 | $3,814-33.8% | $4,953-49.0% | $3,767-32.9% |
| Admin fee / account holder | $2,749 | $3,792-27.5% | $11,989-77.1% | $2,969-7.4% |