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 | $154,841 | $54,762+182.8% | $90,281+71.5% | $72,985+112.2% |
| Participation rate | 65.1% | 65.1%0pp | 73.3%-8.2pp | 69.5%-4.4pp |
| Annual return | 22.45% | 30.63%-8.2pp | 78.10%-55.7pp | 81.00%-58.6pp |
| Employer contribution / active EE | $2,158 | $2,092+3.1% | $2,854-24.4% | $2,440-11.5% |
| Participant deferral / active EE | $5,519 | $2,887+91.2% | $3,885+42.0% | $3,607+53.0% |
| Admin fee / account holder | $601 | $3,972-84.9% | $5,351-88.8% | $5,124-88.3% |