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 | $105,829 | $76,000+39.2% | $154,107-31.3% | $64,186+64.9% |
| Participation rate | 66.0% | 70.4%-4.5pp | 83.0%-17.1pp | 69.6%-3.6pp |
| Annual return | 1.54% | 30.32%-28.8pp | 735.12%-733.6pp | 7.63%-6.1pp |
| Employer contribution / active EE | $1,589 | $3,351-52.6% | $5,298-70.0% | $2,381-33.3% |
| Participant deferral / active EE | $3,217 | $3,175+1.3% | $5,081-36.7% | $3,470-7.3% |
| Admin fee / account holder | $4,167 | $5,596-25.5% | $13,411-68.9% | $4,888-14.8% |