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 | $166,540 | $57,590+189.2% | $86,233+93.1% | $82,448+102.0% |
| Participation rate | 57.3% | 57.9%-0.5pp | 69.0%-11.7pp | 68.1%-10.8pp |
| Annual return | 15.15% | 22.41%-7.3pp | 61.39%-46.2pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,111 | $1,655-32.9% | $2,504-55.6% | $2,551-56.5% |
| Participant deferral / active EE | $3,310 | $3,080+7.5% | $4,559-27.4% | $4,139-20.0% |
| Admin fee / account holder | $4,543 | $4,730-4.0% | $8,342-45.5% | $7,234-37.2% |