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 | $104,495 | $51,175+104.2% | $70,515+48.2% | $75,163+39.0% |
| Participation rate | 55.3% | 60.9%-5.7pp | 68.3%-13.1pp | 67.2%-11.9pp |
| Annual return | 22.18% | 30.02%-7.8pp | 32.77%-10.6pp | 160.62%-138.4pp |
| Employer contribution / active EE | $1,840 | $1,826+0.7% | $2,973-38.1% | $2,670-31.1% |
| Participant deferral / active EE | $4,362 | $2,849+53.1% | $4,567-4.5% | $4,125+5.7% |
| Admin fee / account holder | $428 | $4,091-89.5% | $6,412-93.3% | $5,651-92.4% |