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 | $151,716 | $101,724+49.1% | $164,813-7.9% | $80,856+87.6% |
| Participation rate | 42.6% | 71.8%-29.3pp | 78.6%-36.1pp | 67.6%-25.1pp |
| Annual return | 17.35% | 16.72%+0.6pp | 69.93%-52.6pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,947 | $2,953-34.1% | $4,341-55.1% | $2,755-29.3% |
| Participant deferral / active EE | $4,983 | $4,477+11.3% | $6,031-17.4% | $4,296+16.0% |
| Admin fee / account holder | $6,083 | $8,227-26.1% | $12,690-52.1% | $6,918-12.1% |