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 | $126,071 | $77,314+63.1% | $177,989-29.2% | $80,856+55.9% |
| Participation rate | 52.1% | 65.7%-13.6pp | 77.1%-25.0pp | 67.6%-15.6pp |
| Annual return | 16.25% | 18.09%-1.8pp | 294.48%-278.2pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,822 | $2,292-20.5% | $3,949-53.9% | $2,755-33.9% |
| Participant deferral / active EE | $3,939 | $4,411-10.7% | $6,276-37.2% | $4,296-8.3% |
| Admin fee / account holder | $5,853 | $7,191-18.6% | $10,363-43.5% | $6,918-15.4% |