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 | $139,656 | $58,927+137.0% | $76,817+81.8% | $72,985+91.3% |
| Participation rate | 60.7% | 67.3%-6.7pp | 72.1%-11.4pp | 69.5%-8.8pp |
| Annual return | 20.98% | 2305.64%-2284.7pp | 1166.11%-1145.1pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,270 | $1,787-28.9% | $2,302-44.8% | $2,440-47.9% |
| Participant deferral / active EE | $2,235 | $2,690-16.9% | $3,336-33.0% | $3,607-38.0% |
| Admin fee / account holder | $4,589 | $4,013+14.4% | $6,420-28.5% | $5,124-10.4% |