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 5-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 | $122,883 | $79,944+53.7% | $98,439+24.8% | $75,163+63.5% |
| Participation rate | 65.6% | 70.4%-4.8pp | 75.2%-9.6pp | 67.2%-1.6pp |
| Annual return | 16.96% | 19.75%-2.8pp | 21.16%-4.2pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,470 | $2,264-35.1% | $3,048-51.8% | $2,670-45.0% |
| Participant deferral / active EE | $4,251 | $3,752+13.3% | $4,738-10.3% | $4,125+3.1% |
| Admin fee / account holder | $3,205 | $6,840-53.1% | $8,948-64.2% | $5,651-43.3% |