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 | $119,406 | $51,576+131.5% | $129,207-7.6% | $80,856+47.7% |
| Participation rate | 42.1% | 57.0%-14.9pp | 69.6%-27.5pp | 67.6%-25.5pp |
| Annual return | 27.83% | 20.81%+7.0pp | 9417.33%-9389.5pp | 35.59%-7.8pp |
| Employer contribution / active EE | $1,062 | $1,584-33.0% | $4,153-74.4% | $2,755-61.5% |
| Participant deferral / active EE | $2,483 | $2,669-7.0% | $4,168-40.4% | $4,296-42.2% |
| Admin fee / account holder | $12,054 | $4,305+180.0% | $7,715+56.2% | $6,918+74.2% |