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 | $159,798 | $95,803+66.8% | $113,168+41.2% | $84,808+88.4% |
| Participation rate | 56.3% | 72.9%-16.6pp | 76.6%-20.3pp | 68.3%-12.1pp |
| Annual return | 13.21% | 25.00%-11.8pp | 24.27%-11.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,426 | $2,360-39.6% | $2,975-52.1% | $2,631-45.8% |
| Participant deferral / active EE | $3,536 | $4,242-16.7% | $5,107-30.8% | $4,212-16.1% |
| Admin fee / account holder | $5,654 | $8,989-37.1% | $12,068-53.2% | $7,344-23.0% |