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 | $156,663 | $81,460+92.3% | $103,333+51.6% | $80,856+93.8% |
| Participation rate | 63.6% | 66.8%-3.2pp | 74.5%-10.9pp | 67.6%-4.0pp |
| Annual return | 11.53% | 25.55%-14.0pp | 24.88%-13.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,863 | $3,105-40.0% | $3,868-51.8% | $2,755-32.4% |
| Participant deferral / active EE | $9,663 | $3,869+149.8% | $5,057+91.1% | $4,296+124.9% |
| Admin fee / account holder | $3,695 | $6,566-43.7% | $8,355-55.8% | $6,918-46.6% |