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 | $137,973 | $73,933+86.6% | $96,683+42.7% | $75,163+83.6% |
| Participation rate | 48.1% | 66.4%-18.3pp | 74.3%-26.2pp | 67.2%-19.0pp |
| Annual return | 17.97% | 26.70%-8.7pp | 35.69%-17.7pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,221 | $2,928-58.3% | $3,737-67.3% | $2,670-54.3% |
| Participant deferral / active EE | $3,674 | $3,659+0.4% | $4,878-24.7% | $4,125-10.9% |
| Admin fee / account holder | $959 | $5,216-81.6% | $6,730-85.8% | $5,651-83.0% |