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 | $111,494 | $85,766+30.0% | $136,294-18.2% | $70,131+59.0% |
| Participation rate | 60.3% | 74.2%-13.9pp | 81.9%-21.6pp | 69.5%-9.3pp |
| Annual return | 19.38% | 31.45%-12.1pp | 5155.94%-5136.6pp | 73.14%-53.8pp |
| Employer contribution / active EE | $2,192 | $2,966-26.1% | $4,695-53.3% | $2,342-6.4% |
| Participant deferral / active EE | $5,398 | $5,051+6.9% | $6,247-13.6% | $3,332+62.0% |
| Admin fee / account holder | $792 | $5,420-85.4% | $9,243-91.4% | $4,645-83.0% |