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 | $159,475 | $73,933+115.7% | $96,683+64.9% | $75,163+112.2% |
| Participation rate | 44.8% | 66.4%-21.6pp | 74.3%-29.5pp | 67.2%-22.4pp |
| Annual return | 16.52% | 26.70%-10.2pp | 35.69%-19.2pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,532 | $2,928-47.7% | $3,737-59.0% | $2,670-42.6% |
| Participant deferral / active EE | $3,512 | $3,659-4.0% | $4,878-28.0% | $4,125-14.9% |
| Admin fee / account holder | $656 | $5,216-87.4% | $6,730-90.2% | $5,651-88.4% |