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 | $135,334 | $100,923+34.1% | $150,045-9.8% | $74,304+82.1% |
| Participation rate | 34.8% | 70.1%-35.3pp | 82.3%-47.5pp | 60.3%-25.6pp |
| Annual return | 17.17% | 51.77%-34.6pp | 62.55%-45.4pp | 29.43%-12.3pp |
| Employer contribution / active EE | $801 | $3,463-76.9% | $4,693-82.9% | $2,241-64.3% |
| Participant deferral / active EE | $3,442 | $6,709-48.7% | $7,997-57.0% | $3,767-8.6% |
| Admin fee / account holder | $3,176 | $2,767+14.8% | $13,435-76.4% | $2,969+7.0% |