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 | $211,621 | $71,050+197.8% | $93,606+126.1% | $80,856+161.7% |
| Participation rate | 51.2% | 60.4%-9.2pp | 68.7%-17.5pp | 67.6%-16.4pp |
| Annual return | 16.22% | 11.26%+5.0pp | 133.20%-117.0pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,427 | $1,564-8.7% | $2,420-41.0% | $2,755-48.2% |
| Participant deferral / active EE | $4,485 | $4,034+11.2% | $4,411+1.7% | $4,296+4.4% |
| Admin fee / account holder | $2,607 | $6,945-62.5% | $8,285-68.5% | $6,918-62.3% |