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 | $122,912 | $80,968+51.8% | $96,544+27.3% | $75,163+63.5% |
| Participation rate | 54.8% | 71.8%-17.0pp | 76.0%-21.2pp | 67.2%-12.4pp |
| Annual return | 23.74% | 27.06%-3.3pp | 25.84%-2.1pp | 160.62%-136.9pp |
| Employer contribution / active EE | $1,646 | $2,282-27.8% | $2,965-44.5% | $2,670-38.3% |
| Participant deferral / active EE | $4,172 | $3,928+6.2% | $4,851-14.0% | $4,125+1.1% |
| Admin fee / account holder | $12,746 | $6,724+89.5% | $8,252+54.4% | $5,651+125.6% |