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 | $102,865 | $73,933+39.1% | $96,683+6.4% | $75,163+36.9% |
| Participation rate | 52.9% | 66.4%-13.6pp | 74.3%-21.5pp | 67.2%-14.3pp |
| Annual return | 22.44% | 26.70%-4.3pp | 35.69%-13.3pp | 160.62%-138.2pp |
| Employer contribution / active EE | $2,624 | $2,928-10.4% | $3,737-29.8% | $2,670-1.7% |
| Participant deferral / active EE | $5,958 | $3,659+62.9% | $4,878+22.1% | $4,125+44.4% |
| Admin fee / account holder | $10,138 | $5,216+94.4% | $6,730+50.7% | $5,651+79.4% |