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 | $159,007 | $87,013+82.7% | $106,213+49.7% | $80,856+96.7% |
| Participation rate | 58.3% | 70.4%-12.1pp | 75.3%-16.9pp | 67.6%-9.3pp |
| Annual return | 13.18% | 17.05%-3.9pp | 116.14%-103.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,394 | $2,395-0.1% | $3,171-24.5% | $2,755-13.1% |
| Participant deferral / active EE | $5,485 | $3,986+37.6% | $5,016+9.4% | $4,296+27.7% |
| Admin fee / account holder | $11,065 | $8,431+31.2% | $11,033+0.3% | $6,918+59.9% |