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 | $136,140 | $51,175+166.0% | $70,515+93.1% | $75,163+81.1% |
| Participation rate | 45.7% | 60.9%-15.2pp | 68.3%-22.6pp | 67.2%-21.5pp |
| Annual return | 18.11% | 30.02%-11.9pp | 32.77%-14.7pp | 160.62%-142.5pp |
| Employer contribution / active EE | $635 | $1,826-65.2% | $2,973-78.6% | $2,670-76.2% |
| Participant deferral / active EE | $2,332 | $2,849-18.2% | $4,567-48.9% | $4,125-43.5% |
| Admin fee / account holder | $2,629 | $4,091-35.7% | $6,412-59.0% | $5,651-53.5% |