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 | $138,622 | $85,766+61.6% | $136,294+1.7% | $70,131+97.7% |
| Participation rate | 63.3% | 74.2%-10.9pp | 81.9%-18.7pp | 69.5%-6.3pp |
| Annual return | 20.38% | 31.45%-11.1pp | 5155.94%-5135.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $1,269 | $2,966-57.2% | $4,695-73.0% | $2,342-45.8% |
| Participant deferral / active EE | $3,393 | $5,051-32.8% | $6,247-45.7% | $3,332+1.8% |
| Admin fee / account holder | $9,831 | $5,420+81.4% | $9,243+6.4% | $4,645+111.6% |