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 | $172,484 | $87,013+98.2% | $106,213+62.4% | $80,856+113.3% |
| Participation rate | 63.0% | 70.4%-7.5pp | 75.3%-12.3pp | 67.6%-4.7pp |
| Annual return | 19.91% | 17.05%+2.9pp | 116.14%-96.2pp | 35.59%-15.7pp |
| Employer contribution / active EE | $1,571 | $2,395-34.4% | $3,171-50.5% | $2,755-43.0% |
| Participant deferral / active EE | $5,046 | $3,986+26.6% | $5,016+0.6% | $4,296+17.5% |
| Admin fee / account holder | $4,022 | $8,431-52.3% | $11,033-63.5% | $6,918-41.9% |