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 | $117,266 | $49,915+134.9% | $154,803-24.2% | $74,304+57.8% |
| Participation rate | 49.6% | 54.0%-4.4pp | 78.1%-28.5pp | 60.3%-10.8pp |
| Annual return | 15.76% | 34.06%-18.3pp | 58.88%-43.1pp | 29.43%-13.7pp |
| Employer contribution / active EE | $1,609 | $1,611-0.2% | $4,305-62.6% | $2,241-28.2% |
| Participant deferral / active EE | $3,842 | $2,255+70.4% | $5,540-30.7% | $3,767+2.0% |
| Admin fee / account holder | $1,405 | $2,189-35.8% | $14,329-90.2% | $2,969-52.7% |