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 | $132,787 | $85,766+54.8% | $136,294-2.6% | $70,131+89.3% |
| Participation rate | 53.3% | 74.2%-20.8pp | 81.9%-28.6pp | 69.5%-16.2pp |
| Annual return | 14.90% | 31.45%-16.6pp | 5155.94%-5141.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $609 | $2,966-79.5% | $4,695-87.0% | $2,342-74.0% |
| Participant deferral / active EE | $3,043 | $5,051-39.8% | $6,247-51.3% | $3,332-8.7% |
| Admin fee / account holder | $3,345 | $5,420-38.3% | $9,243-63.8% | $4,645-28.0% |