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 | $102,970 | $71,050+44.9% | $93,606+10.0% | $80,856+27.3% |
| Participation rate | 69.5% | 60.4%+9.1pp | 68.7%+0.8pp | 67.6%+1.8pp |
| Annual return | 12.47% | 11.26%+1.2pp | 133.20%-120.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,532 | $1,564-2.0% | $2,420-36.7% | $2,755-44.4% |
| Participant deferral / active EE | $4,237 | $4,034+5.0% | $4,411-3.9% | $4,296-1.4% |
| Admin fee / account holder | $887 | $6,945-87.2% | $8,285-89.3% | $6,918-87.2% |