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 | $98,508 | $67,606+45.7% | $82,313+19.7% | $70,131+40.5% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.9pp |
| Annual return | 16.75% | 21.57%-4.8pp | 25.88%-9.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $3,039 | $1,755+73.2% | $2,428+25.2% | $2,342+29.7% |
| Participant deferral / active EE | $6,942 | $2,987+132.4% | $3,706+87.3% | $3,332+108.3% |
| Admin fee / account holder | $60,699 | $4,512+1245.3% | $5,608+982.4% | $4,645+1206.7% |