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 | $147,125 | $93,571+57.2% | $135,903+8.3% | $75,163+95.7% |
| Participation rate | 67.5% | 75.2%-7.7pp | 81.9%-14.4pp | 67.2%+0.3pp |
| Annual return | 18.73% | 30.90%-12.2pp | 68.23%-49.5pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,695 | $3,537-23.8% | $4,856-44.5% | $2,670+1.0% |
| Participant deferral / active EE | $5,903 | $6,404-7.8% | $7,758-23.9% | $4,125+43.1% |
| Admin fee / account holder | $4,452 | $6,975-36.2% | $10,762-58.6% | $5,651-21.2% |