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 | $92,224 | $61,272+50.5% | $149,673-38.4% | $71,457+29.1% |
| Participation rate | 61.8% | 62.5%-0.7pp | 78.8%-17.0pp | 67.9%-6.1pp |
| Annual return | 18.94% | 35.85%-16.9pp | 134.42%-115.5pp | 28.85%-9.9pp |
| Employer contribution / active EE | $1,443 | $2,378-39.3% | $4,818-70.1% | $2,588-44.2% |
| Participant deferral / active EE | $4,133 | $2,917+41.7% | $5,680-27.2% | $4,289-3.6% |
| Admin fee / account holder | $3,837 | $1,261+204.2% | $13,210-71.0% | $1,587+141.7% |