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 | $134,671 | $80,717+66.8% | $154,803-13.0% | $84,808+58.8% |
| Participation rate | 44.4% | 66.8%-22.4pp | 78.1%-33.6pp | 68.3%-23.9pp |
| Annual return | 15.23% | 37.96%-22.7pp | 58.88%-43.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,339 | $2,761-51.5% | $4,305-68.9% | $2,631-49.1% |
| Participant deferral / active EE | $2,383 | $3,303-27.9% | $5,540-57.0% | $4,212-43.4% |
| Admin fee / account holder | $2,173 | $6,746-67.8% | $14,329-84.8% | $7,344-70.4% |