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 | $159,500 | $95,803+66.5% | $113,168+40.9% | $84,808+88.1% |
| Participation rate | 63.4% | 72.9%-9.5pp | 76.6%-13.2pp | 68.3%-4.9pp |
| Annual return | 13.49% | 25.00%-11.5pp | 24.27%-10.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $3,222 | $2,360+36.5% | $2,975+8.3% | $2,631+22.5% |
| Participant deferral / active EE | $5,850 | $4,242+37.9% | $5,107+14.6% | $4,212+38.9% |
| Admin fee / account holder | $5,768 | $8,989-35.8% | $12,068-52.2% | $7,344-21.5% |