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 | $164,014 | $73,933+121.8% | $96,683+69.6% | $75,163+118.2% |
| Participation rate | 48.1% | 66.4%-18.4pp | 74.3%-26.3pp | 67.2%-19.1pp |
| Annual return | 14.28% | 26.70%-12.4pp | 35.69%-21.4pp | 160.62%-146.3pp |
| Employer contribution / active EE | $2,772 | $2,928-5.3% | $3,737-25.8% | $2,670+3.8% |
| Participant deferral / active EE | $6,687 | $3,659+82.8% | $4,878+37.1% | $4,125+62.1% |
| Admin fee / account holder | $13,028 | $5,216+149.8% | $6,730+93.6% | $5,651+130.5% |