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 | $142,353 | $60,892+133.8% | $82,389+72.8% | $84,808+67.9% |
| Participation rate | 57.4% | 63.3%-5.8pp | 69.5%-12.1pp | 68.3%-10.9pp |
| Annual return | 16.74% | 37.29%-20.5pp | 28.67%-11.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,860 | $1,779+4.5% | $2,517-26.1% | $2,631-29.3% |
| Participant deferral / active EE | $3,987 | $3,179+25.4% | $4,155-4.0% | $4,212-5.3% |
| Admin fee / account holder | $4,710 | $5,467-13.8% | $7,231-34.9% | $7,344-35.9% |