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 | $138,805 | $109,881+26.3% | $150,045-7.5% | $84,808+63.7% |
| Participation rate | 51.6% | 76.1%-24.5pp | 82.3%-30.8pp | 68.3%-16.7pp |
| Annual return | 16.75% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,658 | $3,561+2.7% | $4,693-22.1% | $2,631+39.0% |
| Participant deferral / active EE | $7,637 | $6,636+15.1% | $7,997-4.5% | $4,212+81.3% |
| Admin fee / account holder | $7,345 | $8,568-14.3% | $13,435-45.3% | $7,3440% |