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 | $174,975 | $106,584+64.2% | $101,326+72.7% | $142,382+22.9% |
| Participation rate | 65.2% | 82.7%-17.5pp | 81.5%-16.3pp | 80.1%-14.9pp |
| Annual return | 16.26% | 36.93%-20.7pp | 36.82%-20.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,272 | $3,956-42.6% | $3,665-38.0% | $4,299-47.1% |
| Participant deferral / active EE | $4,099 | $8,297-50.6% | $7,994-48.7% | $6,507-37.0% |
| Admin fee / account holder | $3,607 | $11,446-68.5% | $11,185-67.8% | $12,624-71.4% |