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 | $152,921 | $78,926+93.8% | $136,749+11.8% | $84,808+80.3% |
| Participation rate | 58.8% | 62.2%-3.4pp | 72.1%-13.3pp | 68.3%-9.5pp |
| Annual return | 16.77% | 18.17%-1.4pp | 24.33%-7.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,081 | $2,134-49.3% | $3,400-68.2% | $2,631-58.9% |
| Participant deferral / active EE | $1,891 | $3,168-40.3% | $4,692-59.7% | $4,212-55.1% |
| Admin fee / account holder | $1,788 | $6,369-71.9% | $11,386-84.3% | $7,344-75.7% |