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 | $178,960 | $107,452+66.5% | $91,541+95.5% | $142,382+25.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 16.10% | 22.06%-6.0pp | 20.50%-4.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $4,252 | $2,994+42.0% | $2,505+69.7% | $4,299-1.1% |
| Participant deferral / active EE | $7,076 | $4,754+48.8% | $4,008+76.6% | $6,507+8.7% |
| Admin fee / account holder | $1,695 | $8,834-80.8% | $6,956-75.6% | $12,624-86.6% |