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 | $125,728 | $78,422+60.3% | $95,952+31.0% | $79,858+57.4% |
| Participation rate | 54.0% | 73.5%-19.5pp | 77.1%-23.1pp | 69.6%-15.6pp |
| Annual return | 18.76% | 19.37%-0.6pp | 91.61%-72.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,740 | $1,945-10.5% | $2,541-31.5% | $2,471-29.6% |
| Participant deferral / active EE | $3,815 | $3,440+10.9% | $4,167-8.5% | $3,740+2.0% |
| Admin fee / account holder | $7,401 | $5,622+31.6% | $6,795+8.9% | $5,306+39.5% |