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 | $147,047 | $101,724+44.6% | $164,813-10.8% | $80,856+81.9% |
| Participation rate | 44.4% | 71.8%-27.4pp | 78.6%-34.2pp | 67.6%-23.2pp |
| Annual return | 12.73% | 16.72%-4.0pp | 69.93%-57.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,069 | $2,953-30.0% | $4,341-52.3% | $2,755-24.9% |
| Participant deferral / active EE | $5,293 | $4,477+18.2% | $6,031-12.2% | $4,296+23.2% |
| Admin fee / account holder | $2,042 | $8,227-75.2% | $12,690-83.9% | $6,918-70.5% |