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 | $129,410 | $80,968+59.8% | $96,544+34.0% | $75,163+72.2% |
| Participation rate | 57.5% | 71.8%-14.3pp | 76.0%-18.5pp | 67.2%-9.7pp |
| Annual return | 13.10% | 27.06%-14.0pp | 25.84%-12.7pp | 160.62%-147.5pp |
| Employer contribution / active EE | $1,375 | $2,282-39.7% | $2,965-53.6% | $2,670-48.5% |
| Participant deferral / active EE | $3,917 | $3,928-0.3% | $4,851-19.3% | $4,125-5.1% |
| Admin fee / account holder | $2,065 | $6,724-69.3% | $8,252-75.0% | $5,651-63.4% |