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 | $83,083 | $54,705+51.9% | $71,209+16.7% | $84,808-2.0% |
| Participation rate | 44.8% | 64.1%-19.3pp | 73.8%-29.0pp | 68.3%-23.5pp |
| Annual return | 14.14% | 35.90%-21.8pp | 282.51%-268.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,538 | $2,158-28.7% | $2,721-43.5% | $2,631-41.5% |
| Participant deferral / active EE | $3,965 | $3,030+30.8% | $4,175-5.0% | $4,212-5.9% |
| Admin fee / account holder | $4,333 | $4,863-10.9% | $5,349-19.0% | $7,344-41.0% |