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 | $110,233 | $46,869+135.2% | $122,332-9.9% | $70,131+57.2% |
| Participation rate | 36.5% | 58.2%-21.7pp | 71.6%-35.1pp | 69.5%-33.1pp |
| Annual return | 21.44% | 24.22%-2.8pp | 30.27%-8.8pp | 73.14%-51.7pp |
| Employer contribution / active EE | $1,194 | $1,288-7.2% | $4,050-70.5% | $2,342-49.0% |
| Participant deferral / active EE | $1,823 | $2,166-15.9% | $3,287-44.6% | $3,332-45.3% |
| Admin fee / account holder | $5,453 | $3,322+64.1% | $5,478-0.4% | $4,645+17.4% |