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 | $125,508 | $105,630+18.8% | $87,507+43.4% | $273,961-54.2% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | 5.77% | 12.25%-6.5pp | 12.21%-6.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $11,492 | $3,141+265.9% | $2,550+350.7% | $4,869+136.0% |
| Participant deferral / active EE | $9,000 | $3,601+149.9% | $3,149+185.8% | $5,287+70.2% |
| Admin fee / account holder | $670 | $4,781-86.0% | $4,221-84.1% | $10,132-93.4% |