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 | $152,411 | $81,460+87.1% | $103,333+47.5% | $80,856+88.5% |
| Participation rate | 67.6% | 66.8%+0.7pp | 74.5%-6.9pp | 67.6%-0.1pp |
| Annual return | 12.86% | 25.55%-12.7pp | 24.88%-12.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $3,724 | $3,105+19.9% | $3,868-3.7% | $2,755+35.2% |
| Participant deferral / active EE | $4,760 | $3,869+23.1% | $5,057-5.9% | $4,296+10.8% |
| Admin fee / account holder | $26,352 | $6,566+301.3% | $8,355+215.4% | $6,918+280.9% |