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 | $138,618 | $81,233+70.6% | $155,567-10.9% | $80,874+71.4% |
| Participation rate | 62.5% | 66.2%-3.7pp | 78.2%-15.7pp | 67.6%-5.1pp |
| Annual return | 12.33% | 33.33%-21.0pp | 64.74%-52.4pp | 35.62%-23.3pp |
| Employer contribution / active EE | $2,247 | $3,101-27.5% | $4,674-51.9% | $2,756-18.5% |
| Participant deferral / active EE | $4,242 | $3,452+22.9% | $5,628-24.6% | $4,297-1.3% |
| Admin fee / account holder | $2,863 | $7,998-64.2% | $15,916-82.0% | $6,935-58.7% |