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 | $154,481 | $74,927+106.2% | $101,794+51.8% | $84,808+82.2% |
| Participation rate | 61.4% | 61.4%0pp | 69.2%-7.8pp | 68.3%-6.9pp |
| Annual return | 14.08% | 18.70%-4.6pp | 30.53%-16.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,356 | $1,522-10.9% | $2,289-40.8% | $2,631-48.5% |
| Participant deferral / active EE | $5,093 | $3,099+64.3% | $4,084+24.7% | $4,212+20.9% |
| Admin fee / account holder | $2,100 | $6,514-67.8% | $8,777-76.1% | $7,344-71.4% |