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 | $130,457 | $53,018+146.1% | $70,014+86.3% | $62,891+107.4% |
| Participation rate | 57.6% | 67.2%-9.6pp | 71.8%-14.2pp | 69.3%-11.7pp |
| Annual return | 6.13% | 13.35%-7.2pp | 12.99%-6.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,144 | $1,799-36.4% | $2,338-51.1% | $2,281-49.8% |
| Participant deferral / active EE | $1,867 | $2,395-22.1% | $2,931-36.3% | $3,203-41.7% |
| Admin fee / account holder | $3,182 | $3,690-13.8% | $4,380-27.4% | $4,296-25.9% |