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 | $121,789 | $74,927+62.5% | $101,794+19.6% | $84,808+43.6% |
| Participation rate | 57.1% | 61.4%-4.3pp | 69.2%-12.0pp | 68.3%-11.2pp |
| Annual return | 14.49% | 18.70%-4.2pp | 30.53%-16.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,125 | $1,522-26.1% | $2,289-50.9% | $2,631-57.3% |
| Participant deferral / active EE | $4,362 | $3,099+40.7% | $4,084+6.8% | $4,212+3.6% |
| Admin fee / account holder | $24,262 | $6,514+272.5% | $8,777+176.4% | $7,344+230.4% |