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 | $183,484 | $109,413+67.7% | $156,263+17.4% | $84,808+116.4% |
| Participation rate | 64.1% | 72.7%-8.6pp | 78.9%-14.8pp | 68.3%-4.2pp |
| Annual return | 14.40% | 20.18%-5.8pp | 59.47%-45.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,934 | $2,907-33.5% | $4,333-55.4% | $2,631-26.5% |
| Participant deferral / active EE | $3,651 | $4,590-20.5% | $6,158-40.7% | $4,212-13.3% |
| Admin fee / account holder | $3,360 | $9,357-64.1% | $14,255-76.4% | $7,344-54.2% |