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 | $137,864 | $78,705+75.2% | $117,854+17.0% | $70,131+96.6% |
| Participation rate | 61.5% | 73.2%-11.7pp | 79.7%-18.1pp | 69.5%-8.0pp |
| Annual return | 17.46% | 23.30%-5.8pp | 335.08%-317.6pp | 73.14%-55.7pp |
| Employer contribution / active EE | $2,914 | $2,223+31.1% | $3,786-23.0% | $2,342+24.4% |
| Participant deferral / active EE | $5,935 | $3,297+80.0% | $4,482+32.4% | $3,332+78.1% |
| Admin fee / account holder | $2,131 | $5,065-57.9% | $8,020-73.4% | $4,645-54.1% |