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 | $118,986 | $81,208+46.5% | $98,907+20.3% | $79,858+49.0% |
| Participation rate | 61.8% | 72.5%-10.7pp | 76.0%-14.2pp | 69.6%-7.8pp |
| Annual return | 20.70% | 60.99%-40.3pp | 196.43%-175.7pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,401 | $1,960-28.5% | $2,689-47.9% | $2,471-43.3% |
| Participant deferral / active EE | $3,053 | $3,265-6.5% | $4,244-28.1% | $3,740-18.4% |
| Admin fee / account holder | $5,795 | $6,013-3.6% | $6,642-12.7% | $5,306+9.2% |