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 | $112,848 | $48,364+133.3% | $71,796+57.2% | $62,891+79.4% |
| Participation rate | 36.2% | 60.6%-24.5pp | 69.1%-32.9pp | 69.3%-33.1pp |
| Annual return | 10.78% | 13.16%-2.4pp | 78.04%-67.3pp | 20.14%-9.4pp |
| Employer contribution / active EE | $1,698 | $1,042+63.0% | $1,924-11.8% | $2,281-25.5% |
| Participant deferral / active EE | $3,605 | $2,091+72.4% | $2,794+29.0% | $3,203+12.5% |
| Admin fee / account holder | $3,330 | $3,771-11.7% | $4,815-30.8% | $4,296-22.5% |