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 | $117,517 | $63,764+84.3% | $81,930+43.4% | $79,858+47.2% |
| Participation rate | 36.0% | 67.5%-31.5pp | 72.0%-36.0pp | 69.6%-33.6pp |
| Annual return | 11.34% | 22.66%-11.3pp | 29.49%-18.2pp | 31.71%-20.4pp |
| Employer contribution / active EE | $1,219 | $1,795-32.1% | $4,310-71.7% | $2,471-50.7% |
| Participant deferral / active EE | $2,231 | $2,780-19.7% | $7,107-68.6% | $3,740-40.3% |
| Admin fee / account holder | $1,683 | $4,426-62.0% | $5,158-67.4% | $5,306-68.3% |