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 | $182,367 | $109,881+66.0% | $150,045+21.5% | $84,808+115.0% |
| Participation rate | 67.3% | 76.1%-8.7pp | 82.3%-15.0pp | 68.3%-1.0pp |
| Annual return | 19.07% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,384 | $3,561-61.1% | $4,693-70.5% | $2,631-47.4% |
| Participant deferral / active EE | $8,191 | $6,636+23.4% | $7,997+2.4% | $4,212+94.5% |
| Admin fee / account holder | $5,199 | $8,568-39.3% | $13,435-61.3% | $7,344-29.2% |