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 | $144,792 | $81,446+77.8% | $103,374+40.1% | $80,874+79.0% |
| Participation rate | 52.5% | 66.9%-14.4pp | 74.5%-22.1pp | 67.6%-15.2pp |
| Annual return | 15.49% | 25.57%-10.1pp | 24.89%-9.4pp | 35.62%-20.1pp |
| Employer contribution / active EE | $1,807 | $3,107-41.8% | $3,869-53.3% | $2,756-34.4% |
| Participant deferral / active EE | $4,087 | $3,870+5.6% | $5,058-19.2% | $4,297-4.9% |
| Admin fee / account holder | $2,097 | $6,715-68.8% | $8,394-75.0% | $6,935-69.8% |