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 | $132,782 | $91,552+45.0% | $133,956-0.9% | $79,858+66.3% |
| Participation rate | 58.9% | 73.3%-14.4pp | 79.8%-20.9pp | 69.6%-10.7pp |
| Annual return | 23.24% | 61.85%-38.6pp | 45.09%-21.8pp | 31.71%-8.5pp |
| Employer contribution / active EE | $1,523 | $2,384-36.1% | $3,919-61.1% | $2,471-38.4% |
| Participant deferral / active EE | $3,365 | $3,733-9.9% | $5,048-33.3% | $3,740-10.0% |
| Admin fee / account holder | $1,327 | $6,321-79.0% | $8,927-85.1% | $5,306-75.0% |