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 | $159,806 | $109,881+45.4% | $150,045+6.5% | $84,808+88.4% |
| Participation rate | 61.1% | 76.1%-15.0pp | 82.3%-21.2pp | 68.3%-7.2pp |
| Annual return | 18.09% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,003 | $3,561-71.8% | $4,693-78.6% | $2,631-61.9% |
| Participant deferral / active EE | $5,709 | $6,636-14.0% | $7,997-28.6% | $4,212+35.6% |
| Admin fee / account holder | $721 | $8,568-91.6% | $13,435-94.6% | $7,344-90.2% |