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 | $124,510 | $83,477+49.2% | $125,175-0.5% | $72,985+70.6% |
| Participation rate | 53.8% | 73.3%-19.5pp | 79.8%-25.9pp | 69.5%-15.6pp |
| Annual return | 22.71% | 25.78%-3.1pp | 43.79%-21.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,213 | $2,345-48.3% | $3,865-68.6% | $2,440-50.3% |
| Participant deferral / active EE | $3,881 | $3,585+8.2% | $4,937-21.4% | $3,607+7.6% |
| Admin fee / account holder | $1,925 | $5,517-65.1% | $9,702-80.2% | $5,124-62.4% |