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 | $139,849 | $54,705+155.6% | $71,209+96.4% | $84,808+64.9% |
| Participation rate | 44.9% | 64.1%-19.2pp | 73.8%-28.9pp | 68.3%-23.4pp |
| Annual return | 13.79% | 35.90%-22.1pp | 282.51%-268.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,395 | $2,158-35.4% | $2,721-48.7% | $2,631-47.0% |
| Participant deferral / active EE | $3,961 | $3,030+30.7% | $4,175-5.1% | $4,212-6.0% |
| Admin fee / account holder | $6,552 | $4,863+34.7% | $5,349+22.5% | $7,344-10.8% |