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 | $94,004 | $51,576+82.3% | $129,207-27.2% | $80,856+16.3% |
| Participation rate | 53.7% | 57.0%-3.3pp | 69.6%-16.0pp | 67.6%-14.0pp |
| Annual return | 12.19% | 20.81%-8.6pp | 9417.33%-9405.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $951 | $1,584-40.0% | $4,153-77.1% | $2,755-65.5% |
| Participant deferral / active EE | $6,800 | $2,669+154.8% | $4,168+63.2% | $4,296+58.3% |
| Admin fee / account holder | $5,049 | $4,305+17.3% | $7,715-34.5% | $6,918-27.0% |