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 | $113,305 | $91,190+24.3% | $178,490-36.5% | $79,858+41.9% |
| Participation rate | 69.0% | 69.2%-0.2pp | 81.9%-12.9pp | 69.6%-0.6pp |
| Annual return | 18.03% | 24.19%-6.2pp | 151.07%-133.0pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,532 | $3,256-52.9% | $5,011-69.4% | $2,471-38.0% |
| Participant deferral / active EE | $6,794 | $3,236+109.9% | $5,202+30.6% | $3,740+81.7% |
| Admin fee / account holder | $5,861 | $6,751-13.2% | $13,984-58.1% | $5,306+10.5% |