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 | $191,322 | $66,098+189.5% | $101,794+88.0% | $74,304+157.5% |
| Participation rate | 53.8% | 53.8%0pp | 69.2%-15.4pp | 60.3%-6.6pp |
| Annual return | 15.55% | 19.59%-4.0pp | 30.53%-15.0pp | 29.43%-13.9pp |
| Employer contribution / active EE | $2,333 | $1,082+115.7% | $2,289+1.9% | $2,241+4.1% |
| Participant deferral / active EE | $4,587 | $2,781+64.9% | $4,084+12.3% | $3,767+21.8% |
| Admin fee / account holder | $4,650 | $4,146+12.2% | $8,777-47.0% | $2,969+56.6% |