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 | $115,354 | $80,968+42.5% | $96,544+19.5% | $75,163+53.5% |
| Participation rate | 56.4% | 71.8%-15.4pp | 76.0%-19.6pp | 67.2%-10.8pp |
| Annual return | 12.94% | 27.06%-14.1pp | 25.84%-12.9pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,730 | $2,282-24.2% | $2,965-41.7% | $2,670-35.2% |
| Participant deferral / active EE | $4,990 | $3,928+27.0% | $4,851+2.9% | $4,125+21.0% |
| Admin fee / account holder | $2,803 | $6,724-58.3% | $8,252-66.0% | $5,651-50.4% |