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 | $98,803 | $20,316+386.3% | $66,042+49.6% | $74,304+33.0% |
| Participation rate | 40.2% | 62.8%-22.6pp | 67.5%-27.4pp | 60.3%-20.2pp |
| Annual return | 17.71% | 28.10%-10.4pp | 52.11%-34.4pp | 29.43%-11.7pp |
| Employer contribution / active EE | $1,340 | $745+80.0% | $1,579-15.1% | $2,241-40.2% |
| Participant deferral / active EE | $2,637 | $1,615+63.3% | $2,835-7.0% | $3,767-30.0% |
| Admin fee / account holder | $2,447 | $1,668+46.7% | $5,747-57.4% | $2,969-17.6% |