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 | $171,914 | $73,933+132.5% | $96,683+77.8% | $75,163+128.7% |
| Participation rate | 44.1% | 66.4%-22.3pp | 74.3%-30.2pp | 67.2%-23.1pp |
| Annual return | 18.86% | 26.70%-7.8pp | 35.69%-16.8pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,930 | $2,928-34.1% | $3,737-48.3% | $2,670-27.7% |
| Participant deferral / active EE | $5,423 | $3,659+48.2% | $4,878+11.2% | $4,125+31.5% |
| Admin fee / account holder | $7,959 | $5,216+52.6% | $6,730+18.3% | $5,651+40.8% |