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 | $132,095 | $71,050+85.9% | $93,606+41.1% | $80,856+63.4% |
| Participation rate | 44.8% | 60.4%-15.6pp | 68.7%-23.9pp | 67.6%-22.9pp |
| Annual return | 15.72% | 11.26%+4.5pp | 133.20%-117.5pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,162 | $1,564-25.7% | $2,420-52.0% | $2,755-57.8% |
| Participant deferral / active EE | $4,649 | $4,034+15.3% | $4,411+5.4% | $4,296+8.2% |
| Admin fee / account holder | $3,470 | $6,945-50.0% | $8,285-58.1% | $6,918-49.8% |