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 | $133,490 | $60,892+119.2% | $82,389+62.0% | $84,808+57.4% |
| Participation rate | 52.9% | 63.3%-10.4pp | 69.5%-16.7pp | 68.3%-15.4pp |
| Annual return | 17.94% | 37.29%-19.3pp | 28.67%-10.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,616 | $1,779-9.2% | $2,517-35.8% | $2,631-38.6% |
| Participant deferral / active EE | $3,272 | $3,179+2.9% | $4,155-21.3% | $4,212-22.3% |
| Admin fee / account holder | $3,812 | $5,467-30.3% | $7,231-47.3% | $7,344-48.1% |