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 | $132,671 | $78,672+68.6% | $109,143+21.6% | $85,850+54.5% |
| Participation rate | 51.4% | 68.3%-16.9pp | 75.9%-24.5pp | 69.3%-18.0pp |
| Annual return | 22.22% | 25.09%-2.9pp | 25.75%-3.5pp | 318.53%-296.3pp |
| Employer contribution / active EE | $1,743 | $2,735-36.2% | $3,722-53.2% | $2,565-32.0% |
| Participant deferral / active EE | $4,022 | $3,467+16.0% | $4,653-13.6% | $3,952+1.8% |
| Admin fee / account holder | $7,608 | $5,469+39.1% | $6,752+12.7% | $6,260+21.5% |