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 | $120,573 | $65,246+84.8% | $98,716+22.1% | $67,986+77.4% |
| Participation rate | 58.2% | 51.4%+6.7pp | 69.3%-11.1pp | 57.2%+1.0pp |
| Annual return | 17.70% | 20.58%-2.9pp | 31.81%-14.1pp | 31.67%-14.0pp |
| Employer contribution / active EE | $2,385 | $1,042+128.9% | $2,279+4.7% | $2,019+18.1% |
| Participant deferral / active EE | $4,713 | $2,594+81.7% | $4,048+16.4% | $3,358+40.3% |
| Admin fee / account holder | $2,927 | $4,561-35.8% | $8,703-66.4% | $3,203-8.6% |