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 | $147,829 | $68,719+115.1% | $91,541+61.5% | $84,808+74.3% |
| Participation rate | 59.0% | 64.5%-5.5pp | 69.8%-10.8pp | 68.3%-9.3pp |
| Annual return | 15.29% | 19.12%-3.8pp | 20.50%-5.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,633 | $1,920-14.9% | $2,505-34.8% | $2,631-37.9% |
| Participant deferral / active EE | $4,414 | $3,136+40.8% | $4,008+10.1% | $4,212+4.8% |
| Admin fee / account holder | $4,422 | $5,786-23.6% | $6,956-36.4% | $7,344-39.8% |