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 | $136,921 | $101,724+34.6% | $164,813-16.9% | $80,856+69.3% |
| Participation rate | 66.2% | 71.8%-5.6pp | 78.6%-12.4pp | 67.6%-1.4pp |
| Annual return | 13.07% | 16.72%-3.6pp | 69.93%-56.9pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,422 | $2,953-51.9% | $4,341-67.3% | $2,755-48.4% |
| Participant deferral / active EE | $5,882 | $4,477+31.4% | $6,031-2.5% | $4,296+36.9% |
| Admin fee / account holder | $25,909 | $8,227+214.9% | $12,690+104.2% | $6,918+274.5% |