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 | $131,670 | $76,552+72.0% | $123,892+6.3% | $62,891+109.4% |
| Participation rate | 35.7% | 73.0%-37.3pp | 81.4%-45.7pp | 69.3%-33.6pp |
| Annual return | 7.55% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,230 | $2,883-57.3% | $4,617-73.4% | $2,281-46.1% |
| Participant deferral / active EE | $3,792 | $4,840-21.6% | $5,984-36.6% | $3,203+18.4% |
| Admin fee / account holder | $2,293 | $4,826-52.5% | $8,357-72.6% | $4,296-46.6% |