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 | $94,031+41.5% | $115,768+14.9% | $82,448+61.3% |
| Participation rate | 60.0% | 70.4%-10.4pp | 74.4%-14.4pp | 68.1%-8.1pp |
| Annual return | 13.97% | 20.61%-6.6pp | 100.46%-86.5pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,420 | $2,323+4.2% | $2,940-17.7% | $2,551-5.1% |
| Participant deferral / active EE | $4,946 | $3,972+24.5% | $4,917+0.6% | $4,139+19.5% |
| Admin fee / account holder | $4,876 | $10,249-52.4% | $12,439-60.8% | $7,234-32.6% |