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 | $93,700 | $66,098+41.8% | $101,794-8.0% | $74,304+26.1% |
| Participation rate | 64.2% | 53.8%+10.5pp | 69.2%-5.0pp | 60.3%+3.9pp |
| Annual return | 17.47% | 19.59%-2.1pp | 30.53%-13.1pp | 29.43%-12.0pp |
| Employer contribution / active EE | $1,122 | $1,082+3.7% | $2,289-51.0% | $2,241-50.0% |
| Participant deferral / active EE | $4,964 | $2,781+78.5% | $4,084+21.5% | $3,767+31.8% |
| Admin fee / account holder | $4,845 | $4,146+16.9% | $8,777-44.8% | $2,969+63.2% |