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 | $157,869 | $71,050+122.2% | $93,606+68.7% | $80,856+95.2% |
| Participation rate | 43.0% | 60.4%-17.4pp | 68.7%-25.7pp | 67.6%-24.6pp |
| Annual return | 14.33% | 11.26%+3.1pp | 133.20%-118.9pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,299 | $1,564-16.9% | $2,420-46.3% | $2,755-52.8% |
| Participant deferral / active EE | $3,292 | $4,034-18.4% | $4,411-25.4% | $4,296-23.4% |
| Admin fee / account holder | $4,737 | $6,945-31.8% | $8,285-42.8% | $6,918-31.5% |