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 | $95,567 | $59,101+61.7% | $77,163+23.9% | $75,163+27.1% |
| Participation rate | 50.0% | 63.9%-13.9pp | 69.6%-19.6pp | 67.2%-17.2pp |
| Annual return | 21.48% | 26.71%-5.2pp | 37.87%-16.4pp | 160.62%-139.1pp |
| Employer contribution / active EE | $1,532 | $1,995-23.2% | $2,535-39.6% | $2,670-42.6% |
| Participant deferral / active EE | $1,978 | $2,999-34.1% | $3,833-48.4% | $4,125-52.0% |
| Admin fee / account holder | $1,125 | $4,774-76.4% | $5,472-79.4% | $5,651-80.1% |