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 | $123,243 | $81,446+51.3% | $103,374+19.2% | $80,874+52.4% |
| Participation rate | 43.4% | 66.9%-23.5pp | 74.5%-31.1pp | 67.6%-24.3pp |
| Annual return | 17.25% | 25.57%-8.3pp | 24.89%-7.6pp | 35.62%-18.4pp |
| Employer contribution / active EE | $3,253 | $3,107+4.7% | $3,869-15.9% | $2,756+18.0% |
| Participant deferral / active EE | $7,016 | $3,870+81.3% | $5,058+38.7% | $4,297+63.3% |
| Admin fee / account holder | $5,371 | $6,715-20.0% | $8,394-36.0% | $6,935-22.6% |