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 | $133,555 | $74,927+78.2% | $101,794+31.2% | $84,808+57.5% |
| Participation rate | 45.7% | 61.4%-15.7pp | 69.2%-23.5pp | 68.3%-22.6pp |
| Annual return | 13.69% | 18.70%-5.0pp | 30.53%-16.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,117 | $1,522-26.6% | $2,289-51.2% | $2,631-57.5% |
| Participant deferral / active EE | $2,409 | $3,099-22.3% | $4,084-41.0% | $4,212-42.8% |
| Admin fee / account holder | $7,371 | $6,514+13.2% | $8,777-16.0% | $7,344+0.4% |