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 | $127,681 | $80,138+59.3% | $130,231-2.0% | $71,457+78.7% |
| Participation rate | 54.3% | 71.0%-16.7pp | 76.3%-22.0pp | 67.9%-13.7pp |
| Annual return | 19.88% | 16.81%+3.1pp | 38.77%-18.9pp | 28.85%-9.0pp |
| Employer contribution / active EE | $1,890 | $2,834-33.3% | $4,126-54.2% | $2,588-27.0% |
| Participant deferral / active EE | $5,386 | $4,641+16.1% | $6,799-20.8% | $4,289+25.6% |
| Admin fee / account holder | $6,057 | $1,035+485.3% | $6,020+0.6% | $1,587+281.6% |