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 | $142,699 | $78,705+81.3% | $117,854+21.1% | $70,131+103.5% |
| Participation rate | 56.7% | 73.2%-16.5pp | 79.7%-23.0pp | 69.5%-12.9pp |
| Annual return | 14.04% | 23.30%-9.3pp | 335.08%-321.0pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,785 | $2,223-19.7% | $3,786-52.8% | $2,342-23.8% |
| Participant deferral / active EE | $4,445 | $3,297+34.8% | $4,482-0.8% | $3,332+33.4% |
| Admin fee / account holder | $3,147 | $5,065-37.9% | $8,020-60.8% | $4,645-32.3% |