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 | $140,107 | $101,724+37.7% | $164,813-15.0% | $80,856+73.3% |
| Participation rate | 59.3% | 71.8%-12.6pp | 78.6%-19.3pp | 67.6%-8.4pp |
| Annual return | 11.72% | 16.72%-5.0pp | 69.93%-58.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,462 | $2,953-50.5% | $4,341-66.3% | $2,755-46.9% |
| Participant deferral / active EE | $4,765 | $4,477+6.4% | $6,031-21.0% | $4,296+10.9% |
| Admin fee / account holder | $1,439 | $8,227-82.5% | $12,690-88.7% | $6,918-79.2% |