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 | $119,330 | $54,762+117.9% | $90,281+32.2% | $72,985+63.5% |
| Participation rate | 31.0% | 65.1%-34.1pp | 73.3%-42.2pp | 69.5%-38.5pp |
| Annual return | 30.53% | 30.63%-0.1pp | 78.10%-47.6pp | 81.00%-50.5pp |
| Employer contribution / active EE | $1,940 | $2,092-7.3% | $2,854-32.0% | $2,440-20.5% |
| Participant deferral / active EE | $4,927 | $2,887+70.7% | $3,885+26.8% | $3,607+36.6% |
| Admin fee / account holder | $1,464 | $3,972-63.1% | $5,351-72.6% | $5,124-71.4% |