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 | $121,739 | $55,706+118.5% | $75,886+60.4% | $72,985+66.8% |
| Participation rate | 51.7% | 61.1%-9.4pp | 69.3%-17.6pp | 69.5%-17.8pp |
| Annual return | 27.19% | 27.59%-0.4pp | 30.76%-3.6pp | 81.00%-53.8pp |
| Employer contribution / active EE | $3,442 | $1,687+104.1% | $2,500+37.6% | $2,440+41.1% |
| Participant deferral / active EE | $6,403 | $2,634+143.1% | $3,603+77.7% | $3,607+77.5% |
| Admin fee / account holder | $1,642 | $3,978-58.7% | $5,418-69.7% | $5,124-68.0% |