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 | $127,573 | $51,315+148.6% | $95,745+33.2% | $71,457+78.5% |
| Participation rate | 54.8% | 63.0%-8.2pp | 72.3%-17.5pp | 67.9%-13.1pp |
| Annual return | 15.78% | 25.26%-9.5pp | 28.35%-12.6pp | 28.85%-13.1pp |
| Employer contribution / active EE | $1,529 | $1,819-15.9% | $2,835-46.1% | $2,588-40.9% |
| Participant deferral / active EE | $4,359 | $3,358+29.8% | $4,245+2.7% | $4,289+1.6% |
| Admin fee / account holder | $4,592 | $1,137+303.9% | $5,678-19.1% | $1,587+189.3% |