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 | $129,594 | $57,541+125.2% | $95,745+35.4% | $75,163+72.4% |
| Participation rate | 55.2% | 62.5%-7.3pp | 72.3%-17.0pp | 67.2%-12.0pp |
| Annual return | 18.51% | 34.93%-16.4pp | 28.35%-9.8pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,653 | $1,808-8.6% | $2,835-41.7% | $2,670-38.1% |
| Participant deferral / active EE | $3,210 | $3,074+4.4% | $4,245-24.4% | $4,125-22.2% |
| Admin fee / account holder | $1,941 | $4,099-52.6% | $5,678-65.8% | $5,651-65.7% |