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 | $108,382 | $80,968+33.9% | $96,544+12.3% | $75,163+44.2% |
| Participation rate | 51.4% | 71.8%-20.4pp | 76.0%-24.6pp | 67.2%-15.8pp |
| Annual return | 23.75% | 27.06%-3.3pp | 25.84%-2.1pp | 160.62%-136.9pp |
| Employer contribution / active EE | $1,412 | $2,282-38.1% | $2,965-52.4% | $2,670-47.1% |
| Participant deferral / active EE | $4,994 | $3,928+27.1% | $4,851+3.0% | $4,125+21.1% |
| Admin fee / account holder | $6,727 | $6,7240% | $8,252-18.5% | $5,651+19.0% |