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 | $134,104 | $58,512+129.2% | $84,015+59.6% | $72,985+83.7% |
| Participation rate | 42.9% | 61.2%-18.4pp | 69.0%-26.2pp | 69.5%-26.6pp |
| Annual return | 17.09% | 28.93%-11.8pp | 71.31%-54.2pp | 81.00%-63.9pp |
| Employer contribution / active EE | $3,776 | $1,163+224.7% | $1,983+90.4% | $2,440+54.8% |
| Participant deferral / active EE | $3,433 | $2,394+43.4% | $3,239+6.0% | $3,607-4.8% |
| Admin fee / account holder | $3,387 | $4,569-25.9% | $6,101-44.5% | $5,124-33.9% |