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 | $108,254 | $78,422+38.0% | $95,952+12.8% | $79,858+35.6% |
| Participation rate | 63.4% | 73.5%-10.1pp | 77.1%-13.7pp | 69.6%-6.2pp |
| Annual return | 13.27% | 19.37%-6.1pp | 91.61%-78.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,057 | $1,945-45.7% | $2,541-58.4% | $2,471-57.2% |
| Participant deferral / active EE | $3,894 | $3,440+13.2% | $4,167-6.6% | $3,740+4.1% |
| Admin fee / account holder | $6,563 | $5,622+16.7% | $6,795-3.4% | $5,306+23.7% |