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 | $114,760 | $48,364+137.3% | $71,796+59.8% | $62,891+82.5% |
| Participation rate | 57.6% | 60.6%-3.0pp | 69.1%-11.5pp | 69.3%-11.7pp |
| Annual return | 8.24% | 13.16%-4.9pp | 78.04%-69.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,355 | $1,042+30.0% | $1,924-29.6% | $2,281-40.6% |
| Participant deferral / active EE | $3,066 | $2,091+46.6% | $2,794+9.7% | $3,203-4.3% |
| Admin fee / account holder | $1,975 | $3,771-47.6% | $4,815-59.0% | $4,296-54.0% |