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 | $108,562 | $74,927+44.9% | $101,794+6.6% | $84,808+28.0% |
| Participation rate | 45.0% | 61.4%-16.4pp | 69.2%-24.2pp | 68.3%-23.3pp |
| Annual return | 18.04% | 18.70%-0.7pp | 30.53%-12.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,247 | $1,522-18.1% | $2,289-45.5% | $2,631-52.6% |
| Participant deferral / active EE | $4,568 | $3,099+47.4% | $4,084+11.8% | $4,212+8.5% |
| Admin fee / account holder | $1,723 | $6,514-73.5% | $8,777-80.4% | $7,344-76.5% |