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 | $110,083 | $71,050+54.9% | $93,606+17.6% | $80,856+36.1% |
| Participation rate | 45.8% | 60.4%-14.6pp | 68.7%-22.9pp | 67.6%-21.8pp |
| Annual return | 14.96% | 11.26%+3.7pp | 133.20%-118.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,760 | $1,564+12.5% | $2,420-27.3% | $2,755-36.1% |
| Participant deferral / active EE | $4,439 | $4,034+10.1% | $4,411+0.6% | $4,296+3.3% |
| Admin fee / account holder | $8,154 | $6,945+17.4% | $8,285-1.6% | $6,918+17.9% |