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 | $138,553 | $74,927+84.9% | $101,794+36.1% | $84,808+63.4% |
| Participation rate | 48.6% | 61.4%-12.8pp | 69.2%-20.6pp | 68.3%-19.7pp |
| Annual return | 14.97% | 18.70%-3.7pp | 30.53%-15.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,338 | $1,522-12.1% | $2,289-41.5% | $2,631-49.1% |
| Participant deferral / active EE | $3,564 | $3,099+15.0% | $4,084-12.7% | $4,212-15.4% |
| Admin fee / account holder | $24,424 | $6,514+275.0% | $8,777+178.3% | $7,344+232.6% |