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 | $102,836 | $48,750+110.9% | $88,946+15.6% | $74,304+38.4% |
| Participation rate | 60.4% | 44.5%+15.9pp | 68.8%-8.5pp | 60.3%0pp |
| Annual return | 17.79% | 25.91%-8.1pp | 57.82%-40.0pp | 29.43%-11.6pp |
| Employer contribution / active EE | $2,541 | $1,255+102.5% | $2,555-0.5% | $2,241+13.4% |
| Participant deferral / active EE | $4,535 | $2,423+87.1% | $4,581-1.0% | $3,767+20.4% |
| Admin fee / account holder | $3,231 | $3,756-14.0% | $8,261-60.9% | $2,969+8.8% |