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 | $133,020 | $94,625+40.6% | $116,228+14.4% | $84,808+56.8% |
| Participation rate | 60.0% | 70.4%-10.4pp | 74.6%-14.6pp | 68.3%-8.3pp |
| Annual return | 13.97% | 20.40%-6.4pp | 90.06%-76.1pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,420 | $2,347+3.1% | $2,994-19.2% | $2,631-8.0% |
| Participant deferral / active EE | $4,946 | $3,972+24.5% | $4,953-0.1% | $4,212+17.4% |
| Admin fee / account holder | $4,876 | $10,091-51.7% | $11,989-59.3% | $7,344-33.6% |