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 | $147,830 | $109,881+34.5% | $150,045-1.5% | $84,808+74.3% |
| Participation rate | 59.0% | 76.1%-17.1pp | 82.3%-23.3pp | 68.3%-9.3pp |
| Annual return | 17.21% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,498 | $3,561-29.9% | $4,693-46.8% | $2,631-5.1% |
| Participant deferral / active EE | $4,457 | $6,636-32.8% | $7,997-44.3% | $4,212+5.8% |
| Admin fee / account holder | $4,261 | $8,568-50.3% | $13,435-68.3% | $7,344-42.0% |