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 5-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 | $96,917 | $68,719+41.0% | $91,541+5.9% | $84,808+14.3% |
| Participation rate | 63.5% | 64.5%-1.0pp | 69.8%-6.3pp | 68.3%-4.8pp |
| Annual return | 14.62% | 19.12%-4.5pp | 20.50%-5.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,969 | $1,920+106.7% | $2,505+58.5% | $2,631+50.9% |
| Participant deferral / active EE | $4,607 | $3,136+46.9% | $4,008+14.9% | $4,212+9.4% |
| Admin fee / account holder | $4,234 | $5,786-26.8% | $6,956-39.1% | $7,344-42.3% |