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 | $124,123 | $65,561+89.3% | $91,541+35.6% | $74,304+67.0% |
| Participation rate | 56.7% | 56.6%+0.1pp | 69.8%-13.1pp | 60.3%-3.7pp |
| Annual return | 13.68% | 17.68%-4.0pp | 20.50%-6.8pp | 29.43%-15.7pp |
| Employer contribution / active EE | $1,981 | $1,717+15.4% | $2,505-20.9% | $2,241-11.6% |
| Participant deferral / active EE | $3,095 | $2,918+6.1% | $4,008-22.8% | $3,767-17.9% |
| Admin fee / account holder | $8,750 | $3,333+162.6% | $6,956+25.8% | $2,969+194.7% |