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 | $126,607 | $54,705+131.4% | $71,209+77.8% | $84,808+49.3% |
| Participation rate | 58.5% | 64.1%-5.5pp | 73.8%-15.2pp | 68.3%-9.8pp |
| Annual return | 16.96% | 35.90%-18.9pp | 282.51%-265.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,641 | $2,158-23.9% | $2,721-39.7% | $2,631-37.6% |
| Participant deferral / active EE | $3,982 | $3,030+31.4% | $4,175-4.6% | $4,212-5.5% |
| Admin fee / account holder | $5,828 | $4,863+19.8% | $5,349+9.0% | $7,344-20.6% |